@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
Iowa's Greenwood Wealth Partners exits D.M. Kelly as UBS and Ameriprise win Merrill Lynch recruits in California and Florida
Less than 1% of pool funds went to actual trading, CFTC says
Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.
He owes $364 million but pays $100 a month
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
