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Search results for:
Andy Panko
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Jerilyn Klein
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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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Jerilyn Klein
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Let’s Get Real About Life Insurance
“Calling it something it’s not and trying to hide the fact that it is life insurance cheapens and degrades it,” says our columnist. (By Andy Panko)
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Jerilyn Klein
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Are You Really a Financial Advisor?
You aren’t if all you do is manage investments or sell securities or insurance, says this advisor. (By Andy Panko)
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Jerilyn Klein
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Why the Asset-Based Fee Model Has To Go
AUM fees have become more flawed as investment management has taken a backseat to other advisor services. (By Andy Panko)
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Jerilyn Klein
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Top Books Advisors Can Give to Their Peers
These time-tested books deserve space on their desks or your own, say our participants.
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Jerilyn Klein
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When are Roths the Obvious Choice? Almost Never
There is an unspoken elephant in the room, says our contributor. (By DJ Hunt)
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The multipurpose role of fixed income funds in retirement security. (DoubleLine)
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5 Language Mistakes Advisors Should Avoid
These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)
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Demand for Advisor Services Soars, Annual Industry Survey Reveals
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