@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
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.