@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
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
Advisors can help “separate the math from the emotion” when it comes to retirement, says JPMorgan’s Michael Conrath.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline