Articles written by Charles Paikert


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What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer

With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged

October 8, 2012 — 5:32 AM UTC

How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market

Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices

June 25, 2012 — 4:55 AM UTC

An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues

Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal

May 3, 2012 — 5:21 AM UTC

Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch

With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent

April 2, 2012 — 2:29 PM UTC
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