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  • Recent Action! Articles

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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.

    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.
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    14 min read
    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.
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    5 min read
    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.
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    6 min read
    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.
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    3 min read
    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.
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    9 min read
    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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    9 min read
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