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Tip to SEC: The debits are on the left

February 13, 2011

Believe it or not, the latest Government Accountability Office report on the SEC reminded me of my old hockey coach. When I was 16, I played on an ice hockey team under a coach who constantly barked orders at us. When he wasn't screaming at...

Tip to SEC: The debits are on the left

February 10, 2011

Believe it or not, the latest Government Accountability Office report on the SEC reminded me of my old hockey coach. When I was 16, I played on an ice hockey team under a coach who constantly barked orders at us. When he wasn't screaming at...

Forget Obamacare; the real problem is 'Me-care'

January 30, 2011

Clearly, Americans cannot continue to handle the inefficiencies of the health care system. They deserve changes that will reduce costs, improve quality and ensure access to adequate medical care. Ask your clients, especially those nearing retirement,...

The best counsel our advice columnists ever received

January 2, 2011

If you're a regular reader, you probably agree that InvestmentNews enlists some very savvy advice givers to provide you with timely columns covering industry-specific topics. Specifically, I'm referring to Blaine Aikin, chief executive of Fiduciary360...

Advisers should advocate financial literacy

December 5, 2010

“All the perplexities, confusion and distress in America arise not from defects in their Constitution or Confederation, not from want of honor or virtue, so much as from the downright ignorance of the nature of coin, credit and circulation.”...

Succession-planning malpractice

November 21, 2010

About two years ago, I wrote about an adviser who died without a succession plan, wreaking havoc on his clients, his business and his family. Rob, who provided my parents with solid financial planning for more than 20 years, died of cancer at...

Advisers need to give clients a Social Security reality check

October 31, 2010

The uncertainty of the Social Security system is making retirement's three-legged stool a bit wobbly. Our leaders in Washington have made it quite clear that the Social Security Trust Fund, which has $2.6 trillion in reserves, won't last forever....

Advisers need to give clients a Social Security reality check: IN's Pavia

October 28, 2010

The uncertainty of the Social Security system is making retirement's three-legged stool a bit wobbly. Our leaders in Washington have made it quite clear that the Social Security Trust Fund, which has $2.6 trillion in reserves, won't last forever....

Protests aside, SEC may give Finra oversight

October 17, 2010

If an anger management session had been on the schedule during the Financial Planning Association's annual conference last week, it would have been standing room only. To be sure, if you were looking to get a rise out of a financial adviser...

When you talk to the press

September 26, 2010

I was left speechless recently when I found out that a certain financial firm had tried to bribe an InvestmentNews reporter. A senior-level executive with the firm, along with the company's public-relations officer, had agreed to an “on-the-record”...

A salute to the CLA finalists

September 12, 2010

Many of us rarely step out of our rigid routines to reach out to others. As much as we want to volunteer our time, donate money or lend a helping hand, we often seem consumed by work, taking care of our families and getting through our daily...

Have I got a website for you

August 29, 2010

When my buddy Joe entered the bar, he looked very excited. “I have a story I know you'll love, Mister Financial Editor,” he said. I knew this was a mixed blessing because if his story was really good, I would be buying the beers all night....

IN's Pavia: When the information flow becomes a flood

August 22, 2010

This may sound strange coming from someone in the information business, but I am worried that we are overdosing on information. At work and at home, we are bombarded with information on the web, via e-mail, blogs, texting, online discussion...

Sorry, Charlie; the game is over

August 8, 2010

Rep. Charles B. Rangel House of Representatives Washington Dear Charlie: If only you had read my column a year ago and resigned, as I suggested, you could have been enjoying yourself this summer rather than be dealing with an ever-widening mess....

Finding your advisory firm's next you

July 18, 2010

Youth is sweet. For the advisory business, it's also a challenge. While many advisory firms are considering new ways to recruit, retain and reward the younger members of their staffs, managers must go further. They should make an extra effort...

IN's Pavia: Let's agree to disagree respectfully

June 20, 2010

After seven years as editor of this publication, I have come to learn that our readers aren't shy. During that time, I have been on the receiving end of some strongly worded letters and e-mails from subscribers who didn't see eye to eye with...

Good news about bad 'customer service'

June 13, 2010

One quote in a story by Jeff Benjamin in our RIA Rundown special report (InvestmentNews, May 31) caught my eye. “This business is about service, and that's why you lose more clients for bad service than you do for bad performance.” Those...

SEC must stand ground on Goldman Sachs case

June 6, 2010

Goldman Sachs, which has been accused of civil fraud over its dealings in subprime mortgages, is apparently looking to play “Let's Make a Deal” with the SEC to reduce the charge before any settlement is reached. The Securities and Exchange...

IN's Pavia: SEC needs to stand firm in Goldman case

June 4, 2010

Goldman Sachs, which has been accused of civil fraud over its dealings in subprime mortgages, is apparently looking to play “Let's Make a Deal” with the SEC to reduce the charge before any settlement is reached. The Securities and Exchange...

Science proves it: Happiness begins at 50

May 30, 2010

I have some wonderful news for financial advisers who are dealing with anxious, stressed-out clients. Apparently, once clients turn 50, they become happier, less stressed and more optimistic, according to the findings of a new research study...

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