Charles Paikert

Charles is a specialist on financial advisory industry topics. He was an editor for Investment News and has also written for Financial Planning, Family Wealth Report, RIABiz, Barron’s, The New York Times and Reuters. Twitter: @paikert

Charles Paikert
Displaying 56 results
NEWS RIAS SEP 20, 2009
Rockefeller CEO's death is an apparent suicide

James McDonald, president and chief executive of Rockefeller & Co. Inc., one of the country's largest multifamily of-fices, died on Sept. 13.

NEWS RIAS SEP 20, 2009
The RIA giants: $124B in assets and counting

Assets managed by the 50 largest registered-investment-advisory firms grew by a barely perceptible 0.4% during the second quarter, according to research conducted by RIA Database for <i>InvestmentNews</i>.

NEWS INDUSTRY NEWS SEP 20, 2009
Tax breaks for out-of-state 529 plans unlikely

The Department of the Treasury wants all states that have an income tax and also sponsor a Section 529 college savings plan to offer residents a tax break, no matter what plan they choose, even if it is one from another state.

NEWS INDUSTRY NEWS SEP 17, 2009
College savings rate found insufficient, but 529s shine

While the recession has taken a toll on Americans' ability to save money for college, there are some encouraging signs from families using Section 529 college savings plans, according to a trio of reports released today as part of College Savings Month.

NEWS RIAS SEP 16, 2009
The RIA Giants: $124B in assets and counting

NEWS INDUSTRY NEWS SEP 09, 2009
529 industry reaches out to academia in summit

Key players in Section 529 college savings programs, higher education and financial aid will meet on Sept. 16 in Washington to discuss issues affecting saving and paying for college.

RETIREMENT RETIREMENT PLANNING SEP 06, 2009
Advice for cancer patients

The Dana-Farber Cancer Institute of Boston and the Massachusetts chapter of the Financial Planning Association are set to ramp up their groundbreaking free financial-planning coaching service for cancer patients this fall.

NEWS INDUSTRY NEWS SEP 06, 2009
College savings legislation likely to be sidelined by health care push

A bill that would continue to allow investors in Section 529 college savings plans to make two changes each year to their investment allocations appears unlikely to be passed by the House anytime soon, according to industry and Washington insiders.

NEWS INDUSTRY NEWS SEP 06, 2009
Marketing efforts from 529 plans accentuate the positive

As the Section 529 college savings plan industry this month enters its most important marketing period, it has turned a blind eye to the unsettling events of the past 12 months.

NEWS INDUSTRY NEWS SEP 03, 2009
Spike in student loans could be boon to 529s

The amount of money students borrowed for college has risen dramatically in the last year, a development that could be beneficial to Section 529 college savings plans &#8212; if the 529 industry can effectively communicate its message, observers noted.