Search results for: Andy Panko

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Jerilyn Klein -

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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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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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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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 -

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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Jerilyn Klein -

Why Trying to Quantify the Value of Roth Conversions is Futile

Many variables will fluctuate – some “potentially wildly” — from original assumptions, says this advisor. (By Andy Panko)

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