Charles Paikert

Charles Paikert

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“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran.
Data, digital and value dominate TD Ameritrade conference.
To get maximum value, advisors need to look at their firm the way a venture capital or private equity firm would evaluate a start-up, says Fidelity’s David Canter.
The prominent academic wants to expand American College's appeal internationally and among Millennials.
Acquisitive advisory firms, private equity and banks are expected to be big buyers.
Pathstone's merger with Federal Street is "a defining deal for firms serving the UHNW segment," says industry consultant Jamie McLaughlin.
The executives decided to leverage their skills in their own areas of expertise.
Undaunted by the failure of a rider to the federal budget bill, the new legislative initiatives will try to once again strangle the Labor Department fiduciary proposal.
Four scenarios are possible. Here’s the most likely.
Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.
The last review was seven years ago.
"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY