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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

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Frank Paré, founder and president of PF Wealth Management Group

Being a ghost turned out to be a great career move for Frank Paré.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Michael Tiedemann, CEO Tiedemann Advisors

Michael Tiedemann’s interest in finance began at home.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Linda Lubitz Boone, CFP®, founder and president of The Lubitz Financial Group

Fortunately, the bank that advertised for a teller was on Linda Lubitz’s bus route.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Financial Technology  |  Fintech  |  Technology Adoption  |  Wealth Management

Tech stack decisions for independent advisors: Where to start, and big mistakes to avoid

You’ve launched a new RIA firm. Congratulations! I’m sure it’s been a major undertaking to get to this point.

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Blog Feature

Breakaway Advisor  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Community conversation: Kristen Bauer, CEO Laird Norton Wealth Management

Kristen Bauer’s life changed when she met Tim Cavanaugh while working as director of finance at Medallia HealthCare in Seattle.

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Blog Feature

Client Segmentation  |  Financial Advisors  |  Financial Technology  |  Wealth Management

Client segmentation for financial advisors: The challenges

Client segmentation has become increasingly important as an RIA growth driver, but it can’t be an afterthought. 

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