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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

Choosing a Custodian  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Tech stack decisions for independent advisors: Choosing a custodian

If you’re launching an RIA and your clients will be buying and selling assets based on your advice, you’re going to need a custodian.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Katie Cullen, chief strategy and innovation officer for Wipfli Financial Advisors

Want to build up your self-confidence, courage and ability to trust members of your team?

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Kathy Lintz, founder, partner and managing member of Matter Family Office

Kathy Lintz has staked her career on the importance of education.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Mark Casady, co-founder and general partner of Vestigo Ventures

When he began his career in financial services, Mark Casady thought he wanted to be a portfolio manager. But when he started managing money while working for Northern Trust in the early 1980s, Casady discovered that he didn’t, in fact, like it that much.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Sally Cates, managing director, PR and communications for Dynasty Financial Partners

How did playing tennis four to five hours a day for ten years help Sally Cates become a successful financial services executive?

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Anders Jones, CEO and co-founder, Facet Wealth

Anders Jones’ inspiration for launching a financial advisory firm came from an unlikely source: the Department of Labor.

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