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

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@paikert — 1,846 followers, 555 tweets

Schwab's warning for breakaways: Don't cut corners on your way out! 
RIA M&A bull market: Expect the For Sale signs to stay up. 
How the new tax law is turbocharging RIA business for tax planning - 
The RIA M&A train, fueled by PE moolah, keeps on rollin' - Focus picks up a $4B Cincinnati RIA: 
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