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Charles Paikert

Charles Paikert has been writing about the financial advisory industry since 2004. Paikert has been an editor for Investment News and Financial Planning and currently contributes to Family Wealth Report, RIABiz and Barron’s. He has also written about the industry for The New York Times and Reuters and has moderated panels at numerous industry conferences, including Schwab IMPACT and Invest. Paikert is the co-author of Madness: The Ten Most Memorable NCAA Basketball Finals.

Blog Feature

Financial Advisors  |  Leadership in Wealth Management  |  Wealth Management

Best business books for financial advisors

One quality of financial advisors that I admire is that they are avid readers, always looking for the next bit of inspiration and insight to benefit their practices. So when thinking about which books would most benefit financial advisors, I tried to mix best practices, aspirational goals, and issues that impact the industry but also transcend it.

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Financial Advisors  |  Investment Advisors  |  RIA  |  Wealth Management

5 mistakes financial advisors must avoid

As a fiduciary, nothing is more important to you than helping people with their financial lives. But does your practice need some help too?  In speaking with several successful advisors and firms, I learned even the best-intentioned investment advice professionals can stumble due to costly mistakes and business oversights. Out of these conversations, we flagged five critical errors that can hound a wealth management practice, ranging from staffing issues to technology implementation. I’ve also included their tips on how fellow practitioners can best avoid these pitfalls.

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Blog Feature

Financial Advisors  |  Investment Advisors  |  RIA  |  Wealth Management

5 important lessons for financial advisors

I spent the last several weeks speaking with successful financial advisory firms. The question we explored together: “What are the most important things you have learned about running a wealth management business?”  During the conversation, five major lessons emerged - with ‘growth’ being a key cross-cutting theme across the board. Importantly, these lessons came from listening to client needs, treating people well, and putting in energy to strategic planning.  Whether you’re starting your career or building on years of experience, here are five important lessons for investment professionals.

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