Search results for: Andy Panko

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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)

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)

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.

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.

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.

Advisor Fees Are Broken

Too many advisors charge for what they don’t do rather than for what they are doing. (By Andy Panko)

Latest news

Advisors Help Clients Navigate the Frozen Housing Market

High interest rates and low inventory are causing problems for clients, but advisors note that, historically speaking, mortgages are not all that pricey.

With Offices Sitting Empty, Landlords Are ‘Handing Back the Keys’

Some of the biggest names in commercial real estate, like Brookfield and Blackstone, have defaulted on mortgages

Why Doctors and Pharmacists Are in Revolt

They are being asked to do more as staffing dwindles, leading to exhaustion and anxiety about putting patients at risk.

Now Is the Last Chance to Donate

Clients being hit up with year-end charitable appeals may not realize there are many strategic ways to be generous. (By Ken Nopar)

Dalio: Inside the House of Horrors

Ray Dalio committed atrocities worse than imagined at the world’s largest hedge fund, according to the new book “The Fund.”