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Charles Paikert

Charles Paikert

Barron's Advisor

Contributor

BIO

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.

paikert.news@gmail.com

Articles

Leadership in Wealth Management Press Release

Best business books for financial advisors

With so many good books out there - here’s a list of books financial advisors should consider for inspiration and insight to benefit their practice.

Client Segmentation Press Release

Client segmentation for financial advisors

Client segmentation can boost your financial advisory practice. Here are some things to consider and how to get started.

Choosing a Custodian Press Release

Tech stack decisions for advisors: Choosing a custodian

Choosing a custodian is one of the most important decisions an RIA will make. Here’s how to get it right.

Operational Effectiveness

Hiring an operations manager in wealth management

When it’s time for your firm to hire a passionate operations manager, use this job description to give yourself a head start.

RIA Press Release

5 important lessons for financial advisors

Whether you are just starting out or a seasoned investment professional -- here are five important lessons any financial advisor can follow.

Digital Advice Platform Press Release

Tech stack decisions for advisors: Choosing your CRM, financial planning software and client portal

Technology is essential to an RIA’s value prop and a critical means of differentiation from the competition. Here’s how to choose the right tech ...

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