Nerd's Eye View

JULY 10, 2024

However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. And yet, the timing of the sunset provision at the end of 2025 means that the actual fate of TCJA will largely hinge on the uncertain outcome of the 2024 U.S. Read More.

Taxes 246

Taxes Clients Planning Numbers 246

Wealth Management

MARCH 18, 2025

Merits Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.

Wealth Management 254

Wealth Management Financial Advisor Planning Management 254

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. You should include this in your plan to implement yourself, or (better yet!)

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Check Out This Advisors New Website! With a new year freshly underway, theres no better time for financial advisors to evaluate their online presence. Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page.

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Nerd's Eye View

OCTOBER 16, 2024

For financial advisors, understanding the upcoming rule changes around AMT can help with identifying which clients might be subject to AMT starting in 2026. Households subject to AMT may also face a 'bump zone' in the phaseout range of the AMT exemption where any additional income is effectively taxed at a marginal rate of 32.5%

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

JANUARY 13, 2025

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

Nerd's Eye View

SEPTEMBER 27, 2023

When it comes to advising clients on student loan issues, many financial advisors might first think about recent graduates seeking advice regarding the most effective way to pay down their balances.

Education 246

Education Financial Advisor Planning Clients 246

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. For those over 50, the limit is $30,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Clients 246

Harness Wealth

MARCH 7, 2025

Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Senate committee during the pandemic.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. Supporting Your Family’s Future Planning for your family just got a bit easier.

Taxes 60

Taxes Retirement Tax Planning Planning 60

Steve Sanduski

JANUARY 1, 2025

These words help me stay on track, on plan, and on point. In todays post, I discuss how well I executed on my 3 words from 2024 and then reveal why and how Im changing the exercise for 2025. As I enter 2025, I sense that the word shed will continue to be top of mind even though it wont be one of my official words.

Planning 64

Planning Accounting Clients Financial Advisor 64

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. A spending plan isnt about restrictionits about intentionality.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Indigo Marketing Agency

DECEMBER 10, 2024

Protect Your Rankings: Navigating AI Content Risks in 2025 Googles ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. to 2025% the highest in 100+ years. For investors, this may be a time to revisit your financial plan, not to panic. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

Clients 52

Clients Planning Education Communication 52

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Tobias Financial

MARCH 11, 2025

DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. This is a publication of Tobias Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Harness Wealth

APRIL 15, 2025

Find Your Wealth Advisor at Harness At Harness , our wealth and financial advisors can guide you through major life stages and investment decisions. Whether you’re growing your portfolio, selling equity, navigating taxes, or planning your future, we help you make smarter, more strategic choices with confidence.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Darrow Wealth Management

FEBRUARY 9, 2025

Before you can evaluate stocks or bonds to invest in, you’ll need to develop the metrics you plan to use in the analysis. If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. versus 1.1% for US bonds (AGG).

Retirement 70

Retirement Asset Allocation Taxes Portfolio 70

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. If a financial advisor tries to tell you otherwise, be wary. Zoe Financial does not provide legal advice.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Indigo Marketing Agency

SEPTEMBER 16, 2024

Lock in Success: Your 2025 Marketing Game Plan 2025 is on the horizon. Sure, every advisor wants to build relationships that last, and having a solid marketing plan makes all the difference. Below are five key tips to help you lock in success for 2025. Hey, we’re serious about your success!

Planning 52

Planning Marketing Marketing Financial Advisor 52

Leading Advisor

DECEMBER 26, 2024

As we approach 2025, its a perfect time to reflect on the roadblocks holding you back. If youre a financial advisor or life insurance agent,… The post Are the same barriers to providing comprehensive financial planning blocking your 2025 vision? appeared first on Leading Advisor - Simon Reilly.

Financial Planning 52

Financial Planning Planning Financial Advisor Insurance 52

Indigo Marketing Agency

DECEMBER 17, 2024

3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. Record Personalized Videos Clients want to feel connected to their financial advisor on a personal level. Stronger relationships: Personal touches foster trust and loyalty. Ready to take the next step?

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do?

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. Key Changes from SECURE 2.0 Act SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? The start of a new year is the perfect time to reflect, plan, and set your business up for success. For financial advisors, this means implementing a marketing strategy that doesnt just exist on paperit drives results. Ready to Make 2025 Your Best Year Yet?

Planning 52

Planning Marketing Marketing Financial Advisor 52

Darrow Wealth Management

MARCH 3, 2025

Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.

Risk Tolerance 63

Risk Tolerance Asset Allocation Assets Portfolio 63

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Darrow Wealth Management

MARCH 13, 2025

The situational nature of planning to diversify one large position cannot be over-emphasized, so it’s important to work with a financial advisor who has experience in this area. In March 2025, the technology sector is roughly 31% of the S&P 500 index.

Management 69

Management Taxes Estate Planning Asset Allocation 69

Carson Wealth

FEBRUARY 4, 2025

Also, like most UHNW individuals, you may have income from several sources like investments, real estate, and business interests that may require special tax planning. Navigating these tax issues can be incredibly complex, necessitating a comprehensive compliance and risk management plan. Estate taxes also offer challenges.

Risk Management 52

Risk Management Compliance Taxes Management 52

Indigo Marketing Agency

DECEMBER 13, 2024

Start by Owning January: 2025 Marketing Moves for Advisors As 2025 approaches, its crucial for financial advisors to prepare for a strong start to the new year. Why Early Action Matters January is an opportune time to attract new clients, as many individuals set financial resolutions for the new year.

Marketing 52

Marketing Marketing Financial Advisor Compliance 52