Senior Editor: Financial Planning. Wealth Management coverage: New York Times, Business Insider, Family Wealth Report, RIABiz, Reuters, Barron's

Search Tweets

Twitter Feed

@paikert — 1,757 followers, 532 tweets

Nov 17, 2017

Why clients give their advisors cookies but not referrals. Tips from #Schwabimpact - 

Nov 16, 2017

How to sell your RIA: Dynasty's Todd Thomson and consultant John Furey tell all at #SchwabIMPACT conference. 

Nov 09, 2017

They're very, very rich and they really, really don't like paying taxes. Which prominent financial executives got caught in the uncomfortable Paradise Papers spotlight?

Oct 26, 2017

What does the HighTower private equity deal mean for the RIA business? - 

Oct 25, 2017

HighTower gets 'vote of confidence' from PE firm; instead of sale, RIA gets $100M from Thomas H. Lee Partners - 

Show More