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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 101
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Adviser links: a fundamental misalignment

Abnormal Returns

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) Which means over the next 12 months, we're going to rebuild it all from scratch, with a modern technology foundation that will allow us to better scale over the next decade.

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52
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RSUs 101: An Introduction to Restricted Stock Units

Zajac Group

Taxes and Portfolio Concentration: The Importance of Managing Your RSUs RSUs are relatively simple to manage when compared to employees stock options. This may lead to an inappropriate amount of risk within your portfolio, leaving you overexposed to the ups and downs of a single companys performance.

Taxes 52
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Stocks that manufacture cancer drugs in India; to keep on you radar

Trade Brains

These trends make cancer-focused pharma stocks a compelling investment opportunity in India. Future Outlook Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026. Beta Drugs is also focusing on enhancing its sales to 450+ crores by 2026. higher from its previous close of Rs.