About Andrew Expertise Financial Services Private Equity Recent Insights “Sound Advice: The Big Pivot for Wealth Management Firms during Covid-19,” Brief, April 2020 “To Earn Greater Loyalty, Investment Brokerages Should Think Digital,” Brief, January 2018 “For Brokerages, Better Digital Experiences Earn Greater Loyalty,” Snap Chart, December 2017 “Are You Ready for Robo Advising?,” Brief, May 2016 “The robo invasion,” Best's Review, February 2016, Best's Review