@NelsoninNewYork @newsfromIN That caught my attention.
— Rick Kahler, MSFP (@RickKahler) September 27, 2016
Clinton: Trump not revealing what's in his tax returns. Says he's hiding something. Trump: Can't learn much from tax returns. #INDebate16
— Christina Nelson (@NelsoninNewYork) September 27, 2016
You don't learn that much from tax returns. @realDonaldTrump #INDebate16 #debates (Now that is a TOTAL LIE says this financial planner.)
— Carolyn McClanahan (@CarolynMcC) September 27, 2016
So true. I can learn so much about the details of a client's financial life from 1040 and schedules. #INDebate16 https://t.co/XuzRcS9RPN
— Jude Boudreaux CFP® (@HJudeBoudreaux) September 27, 2016
Clinton: I support repatriation of taxes from overseas. "Trump loophole" benefits his own family. Trickle down didn't work #INDebate16
— Christina Nelson (@NelsoninNewYork) September 27, 2016
#INDebate16 Trump: we are in a big fat ugly bubble. Blames the fed for not doing its job. pic.twitter.com/0yYsOL9yRp
— Mary Beth Franklin (@MBFretirepro) September 27, 2016
How do you bring jobs back? @realDonaldTrump says don't let the jobs leave. #deflection #INDebate16 #debates
— Carolyn McClanahan (@CarolynMcC) September 27, 2016
I would think that Trump would know as much as anybody about outsourcing jobs - many of his own products are made overseas #INDebate16
— Jude Boudreaux CFP® (@HJudeBoudreaux) September 27, 2016
Wow. The debate broke FactCheck. #indebate16 https://t.co/zqkwMYFb56
— John Waggoner (@JohnWaggoner) September 27, 2016
Neither @realDonaldTrump nor @HillaryClinton lands knock-out punch. Hillary wins on points but it won't move polls much. #INDebate16
— Mark Schoeff Jr. (@MarkSchoeff) September 27, 2016
Preparing your clients to withstand the ups and downs of change – both external and internal – could be the key to unlocking their loyalty, trust, and confidence.
After leaving LPL in 2020, it hasn’t gone Cornick’s way at Osaic.
The finance professor and quant investing veteran believes with the right guardrails, artificial intelligence could be trusted to meet the high bar of fiduciary advice.
UBS has also regained some ground as it recruited an experienced Merrill advisor in New York.
The ex-Bay Area broker reportedly continued to peddle fake bond investments, promising rates of returns exceeding 20%, even after FINRA suspended his license in 2014.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
