Conversation starters and thought provokers

John Pantekidis shared his take on private-placement life insurance (PPLI) ... John Pantekidis shared his take on private-placement life insurance (PPLI) with Financial Planning. Read More

We’re proud to see our own John Pantekidis, General Counsel and Managing Pa... We’re proud to see our own John Pantekidis, General Counsel and Managing Partner, quoted in American Banker this week! Read More

TwinFocus' John Pantekidis, CFA, JD shares his views on the costs involved ... TwinFocus' John Pantekidis, CFA, JD shares his views on the costs involved in creating an ETF in Cheryl Winokur Munk's latest piece on CNBC.com. Read More

Retirement savings or college tuition? How should parents prioritize? Retirement savings or college tuition? How should parents prioritize?

In a new Financial Planning piece by Zoe Sagalow, "Advising Clients Stuck i... In a new Financial Planning piece by Zoe Sagalow, "Advising Clients Stuck in the College Tuition No-Man's-Land," John Pantekidis flags a financial aid pitfall that catches even sophisticated families off guard: gifts from grandparents or other relatives to a student's parents can quietly disqualify that student from financial aid. Read More