Charles Paikert
Financial Planning
New York, NY, United States
Contact Charles
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Past articles by Charles:
BlackRock files to license active non-transparent ETF structure
The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second. → Read More
Advisors reimagine portfolio construction in a post-coronavirus world
Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast. → Read More
How are actively managed U.S. stock funds performing in the bear market?
Morningstar finds that active managers have left a lot to be desired. → Read More
Harvey Weinstein’s ‘prison consultant': Ex-broker-dealer executive and ex-con who advocates for inmates
After serving 18 months in jail, Craig Rothfeld knew “other people would need help too.” → Read More
Quite a ride: How the RIA M&A market is dealing with the coronavirus crisis
“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt. → Read More
Advisors' dilemma: Women less engaged, more negative toward
Almost 50% associate negative emotions with the practice. Here’s how planners can help. → Read More
Massachusetts takes on SEC over fiduciary standard
The commission “failed to enact a meaningful conduct rule,” state regulator William Galvin says. → Read More
The Goldman of tomorrow wants to be more like everyone else
“We are embracing the bank model,” Chief Financial Officer Stephen Scherr said. → Read More
Adios United: Goldman renames RIA and unveils new strategy
The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets. → Read More
OkCupid for advisors: M&A matchmaking service debuts
SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field. → Read More
How to help clients navigate the Medicare maze
From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works. → Read More
Advisors’ new toolkit: Biometrics, risk algorithms and machine learning
Hyper-personalization delivered via improved technology is critical for client relations, a new report says. → Read More
Get ready for the next RIA M&A blockbuster with a $700M-plus price tag
Genstar puts consolidator Mercer Advisors up for sale. → Read More
Closed-End Funds: From All Angles
With their embrace of fixed income, international equities and alternative assets, CEFs offer both risk and reward. Are they right for your clients? → Read More
Fiduciary Network bolsters roster with $850M acquisition
RegentAtlantic buys Hillview Capital to expand mid-Atlantic footprint. → Read More
Why mid-size firms are fueling the hot M&A market
Captrust scoops up two more RIAs in the market’s sweet spot. → Read More
RIA hunger for capital sparks lending boom
“The amount of capital available to this industry is small relative to the size of the need,” says one new lender. → Read More
Can Peter Raimondi replicate his dealmaking success?
Dakota Wealth Management’s fourth deal in 13 months brings its AUM close to $1 billion. → Read More
Can Goldman really become 'the next big RIA brand' after United deal?
Joe Duran outlines the company’s strategy for its mass-affluent advisory push. → Read More
Goldman buys United Capital in ‘huge validation’ for RIA business
The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy. → Read More