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

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@paikert — 1,757 followers, 532 tweets

Nov 17, 2017

Why clients give their advisors cookies but not referrals. Tips from #Schwabimpact -  http://bit.ly/2mBqVa2 

Nov 16, 2017

How to sell your RIA: Dynasty's Todd Thomson and consultant John Furey tell all at #SchwabIMPACT conference.  http://bit.ly/2ARAMeN 

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? https://t.co/j0XvaK8W0K

Oct 26, 2017

What does the HighTower private equity deal mean for the RIA business? -  http://bit.ly/2yQ7EUT 

Oct 25, 2017

HighTower gets 'vote of confidence' from PE firm; instead of sale, RIA gets $100M from Thomas H. Lee Partners -  http://bit.ly/2i43rVn 

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