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

BlueMind

APRIL 25, 2022

For Canada alone, the expected is 50% of accumulated wealth by 2026. Holding such a large portion of the world’s wealth, it would be naive to ignore the significance of women’s role in the financial industry. Related: 7 Productive Cold Calling Tips for Financial Advisors. What Women Want. In Conclusion.

Financial Advisor 52

Financial Advisor Clients Communication Wealth Management 52

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. Moreover, your financial advisor’s way of working might not match your style.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Darrow Wealth Management

JULY 30, 2024

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Darrow Wealth Management

MARCH 24, 2024

By December, your CPA and financial advisor can help in developing a tax projection for the year. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection. These favorable changes are set to sunset in 2026. Run the numbers to find out.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Darrow Wealth Management

MARCH 24, 2024

By December, your CPA and financial advisor can help in developing a tax projection for the year. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection. These favorable changes are set to sunset in 2026. Run the numbers to find out.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Darrow Wealth Management

JULY 30, 2024

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company.

Taxes 52

Taxes Tax Planning Startup Valuation 52