Charles Paikert (@paikert) 's Twitter Profile
Charles Paikert

@paikert

U.S. correspondent, Family Wealth Report; contributing reporter, Barron's Advisor.
Content contributor, UHNW Institute, AdvisorEngine Learning Center

ID: 300980434

calendar_today18-05-2011 17:35:52

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Charles Paikert (@paikert) 's Twitter Profile Photo

The Mooch, aka @AnthonyScaramucci, was in fine form last week, hosting, with his usual flair, notable top investors at his annual SALT in NYC. Highlights from Blackstone, Franklin Templeton and more: bit.ly/3ODbDge

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Advisors' uniquely demanding career path includes Gaining Traction, Hitting Your Stride and Winding Down. Pro tips on how to successfully navigate from industry veterans - #RIAs bit.ly/3qzoaYe

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Have women who are primary HH breadwinners really 'come a long way baby?' New UBS report reveals 'ambivalence - even discomfort' in new role and how advisors can successfully recognize and appreciate family income dynamics. bit.ly/3N6mwER

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Dave Barton's climb to bring Mercer Advisors to the top of the RIA heap included stops as a paperboy, litigator - and the Mayo Clinic. #mergersandacquisitions bit.ly/3p54dIi

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Sellers doing more due diligence, taking more time and placing a greater emphasis on NextGen needs. #mergersandacquisitions bit.ly/3CETvLU

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Further proof the RIA M&A market is doing just fine: three significant deals in one day, each from a different part of the market- Mercer Advisors; CerityPartners and Robertson Stephens all flex their muscles. #RIAs #merger bit.ly/3O1uRvd

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Kestra Holdings wanted to become an RIA aggregator and launched Bluespring Wealth Partners 4 years ago. How are they doing? bit.ly/46SO6yu

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YTD, CerityPartners trails only WEG as the most active RIA M&A buyer. Now CEO @KurtMiscinski is looking at the U.K., Canada and Australia. Can you guess who his models for top shelf 'global professional service firms' are? #RIAs bit.ly/3QmZz3A

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For such a high flyer, @Charles_Goldman5 is still a bit mysterious. Find out what makes the ex-wrestler from @BeverlyHillsHigh and current mountain climber from Boulder who conquered the wealth management business tick... bit.ly/3OsSdcu

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By all accounts, the United Capital-Goldman Sachs fiasco really was a cluster you-know-what. "It was a massive mistake," says one of Joe Duran's top lieutenants. "It should be a case study in how a deal can go wrong." #MergersAndAcquisitions bit.ly/3PiomVN

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Admirers say Peter Mallouk is driven, determined and prescient. Critics say he can be ruthless, guarded and autocratic. How did Mallouk propel @Creative_Planning from a $30m pipsqueak in Kansas City to a $245bn industry powerhouse? #RIA bit.ly/48EbOPQ

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'Climate change will create winners and losers in every sector. It's the [investing] opportunity of a lifetime.' #ClimateCrisis #ClimateFinance bit.ly/3LP5ATD

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Can old, mid-sized multi-family offices hold their own against brand name global banks and aggressive RIAs? #RIAs #FamilyOffice bit.ly/45q8LIv