Nerd's Eye View

MARCH 3, 2025

Welcome to the March 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!

Estate Planning 174

Estate Planning Portfolio Management Communication Planning 174

Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Nationwide Financial

MARCH 6, 2023

In 2026, the current larger exemption will be reduced from $12,920,000 in 2023 to about $6 million per person ($5 million per person adjusted for inflation). Tax season has begun, and it’s not too early to think about planning for the 2023 tax year.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Steve Sanduski

NOVEMBER 26, 2022

Fifty years from Fuller’s talk puts us in 2026. And from the demise of this old paradigm would spring a new paradigm, a you AND me paradigm where there is enough for everyone everywhere to have a healthy and productive life.

Retirement 72

Retirement Clients Business Planning Investing 72