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Search results for:
Andy Panko
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Jerilyn Klein
-
Are IUL Insurance Policies Good Retirement Income Tools?
Our columnist has his doubts and will be paying more than $50,000 to test his skepticism. He hopes he is wrong.(By Andy Panko)
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Jerilyn Klein
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How Much Are Your Services Worth?
There’s value in financial advisory services; just don’t pretend it's measurable, says our columnist. (By Andy Panko)
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Rethinking65
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00:03:33
The Argument Against AUM Fees, Part 3
Advisor Andy Panko discusses other fee models that financial advisors should consider to provide the best service to clients.
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Rethinking65
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00:02:56
The Argument Against AUM Fees, Part 2
Financial advisors themselves lose out in a number of ways by using an AUM fee to charge clients, argues advisor Andy Panko.
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Rethinking65
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00:02:46
The Argument Against AUM Fees, No. 1
Advisor Andy Panko makes the case why financial advisors are doing disservices to clients when they charge fees based on assets under management.
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Jerilyn Klein
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Advisor Fees Are Broken
Too many advisors charge for what they don’t do rather than for what they are doing. (By Andy Panko)
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Lifestyle
When It Is Time for Clients to Stop Driving?
The driving habits of older people have been a source of humor for many years. Perhaps you have seen the greeting card with the...
Medicare/Social Security
Healthcare Estimates Can Send a Financial Plan Off the Tracks
To accurately and confidently plan for retirement, a client’s health needs, preferences, goals and location must be considered.
