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Where Donald Trump stands on top financial adviser issues

November 11, 2016

Where Donald Trump stands on top financial adviser issues

From regulation to tax and entitlement reform, these are the central decisions that will affect financial planners and clients in the years to come

Nov 9, 2016 @ 1:31 pm | By Mark Schoeff Jr. | Investment News

Donald Trump’s victory in Tuesday’s election has advisers and others in the financial services field wondering what comes next. The president-elect gave few clues about issues important to them during his campaign against Democratic nominee Hillary Clinton, choosing instead to focus more on personality than substance..

Still, many signature accomplishments of the Obama administration, such as a Labor Department rule to raise investment advice standards for retirement accounts, the Dodd-Frank financial reform act and the health-care reform law are now threatened.

“No one knows what’s going to happen,” said Jason Rosenstock, a partner at ThornRun Partners, a government relations firm. “A Trump administration is a wildcard. It would be fair game on the entire Obama legacy.”

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Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.