Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 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!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Abnormal Returns

MARCH 26, 2025

Crypto Fidelity Investments is planning to launch its own stablecoin. with their 2025 report on private equity performance. abnormalreturns.com) Mixed media 2025 MLB team values, via Forbes, with the average coming in at $2.6 ft.com) Gamestop ($GME) has joined the Bitcoin balance sheet trend. Well, you should be.

Media 146

Media Accounting Assets Planning 146

The Big Picture

APRIL 15, 2025

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. We’ve already seen consumers begin to freeze travel and spending plans in place. On the corporate side, companies hold off on big CapEx spending, building new plants, investments, and hiring. Before 2025 ends, a mild recession begins.

Economics 182

Economics Economy Communication Marketing 182

Nerd's Eye View

OCTOBER 16, 2024

For example, personal exemptions and miscellaneous itemized deductions such as investment advisory fees, both of which will be reinstated after TCJA's sunset. The sunset of TCJA will add back several common adjustment items that will create potential AMT exposure for many households.

Taxes 246

Taxes Clients Planning Numbers 246

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

Nerd's Eye View

JANUARY 13, 2025

And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!),

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

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. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

FMG

JANUARY 23, 2025

Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Why Marketing for Financial Advisors Matters in 2025 Marketing for financial advisors is not just a task; its a way to ensure sustained business growth. Clarify your objectives.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. Is Your Website Ready for 2025? Lets make your website your best marketing asset for 2025 and beyond. Check Out This Advisors New Website!

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

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

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.

Taxes 97

Taxes Medical Consulting Education 97

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. thecollegefinanciallady.com) Personal finance Six questions to ask about foreign investing.

Retirement 146

Retirement Estate Planning Taxes Assets 146

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

Validea

JANUARY 9, 2025

This alignment means insiders will feel the same financial impact of their decisions as other shareholders, whether positive or negative, which often leads to more thoughtful capital allocation and strategic planning. Visit Validea.com to access in-depth stock analysis and tools based on proven investment principles.

Strategic Planning 52

Strategic Planning Management Planning Investments 52

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. The Fed also said they plan to wait until Q2 to consider making another cut, and do not intend to drop rates more than half a percentage point this year. 2025 Inflation creeps up The U.S. percent to 4.50

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Nerd's Eye View

MAY 31, 2023

However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.

Taxes 246

Taxes Planning Tax Planning Numbers 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

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income.

Taxes 52

Taxes Medical Distribution Tax Planning 52

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. The Dirty Dozen IRS Tax Scams to Watch for in 2025 ( Isaac M.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 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

Abnormal Returns

AUGUST 12, 2024

spyglass.org) Disney ($DIS) is not done investing in parks. theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. (ft.com) Media Why Apple ($AAPL) should. buy Warner Bros. Discovery ($WBD). wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown.

Planning 146

Planning Financial Advising Startup Media 146

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

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

Abnormal Returns

DECEMBER 18, 2023

(allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened.

Financial Advising 274

Financial Advising Startup Media Government 274

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. Welcome to this week’s Market Drama! Nasdaq: Down 10% this week, now down 19.3% imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Harness Wealth

APRIL 15, 2025

Thats because wealth at the upper end tends to be built not just through income, but through equity ownership, business interests, long-term investing, and real estate gains, assets that benefit from compounding, appreciation, and favorable tax treatment over time. Tax related products and services provided through Harness Tax LLC.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Instead of a tax extension, you should explore IRS payment options and installment plans.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

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

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

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 142

Planning Retirement Planning Taxes Retirement 142

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. Book a free strategy call today , and lets create a plan tailored to your goals.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

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. What do these mean, and which is a sounder investment strategy? Lets take a poll. That said, academia can be redundant.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Nerd's Eye View

JULY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab and other brokerage platforms are planning to increase the interest rates they pay on client cash held in their platform or cash sweep programs, which could boost the income of clients who maintain a cash (..)

Financial Planner 246

Financial Planner Distribution Accounting Numbers 246

Tobias Financial

MARCH 11, 2025

DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. It is for information and planning purposes only. Tune in as Chad shares his perspective and analysis on whats shaping the market today. If you have any questions or want to discuss how these insights apply to you, feel free to reach out to us!

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Carson Wealth

MARCH 17, 2025

Emotions start to run high during corrections and many investors become more prone to making costly investment mistakes. On top of that, factor in that the first quarter after a year with a 20% gain tends to be weak and that the past 20 years the first quarter has been weak in general, and things were ripe for some volatility early in 2025.

Marketing 81

Marketing Marketing Economy Portfolio 81

Trade Brains

JUNE 2, 2024

Initially the plant will have a capacity to produce 6GWh by 2025 and they are planning to expand its capacity by 12GWh. They plan to provide customizable module solutions and joint product development with customers. The plant is said to manufacture cylindrical cells and radial prismatic cells to cater various applications.

Planning 104

Planning Manufacturing Sales Portfolio 104