@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
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
