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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

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!

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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) Practice management Why succession planning is important to firm owners whether they plan to sell or not. sciencedaily.com) How tax-adjusting a portfolio works in practice. kitces.com) How personality traits affect estate planning decisions. investmentnews.com)

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Adviser links: technology bets

Abnormal Returns

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now."

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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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Adviser links: AI-assisted financial advice

Abnormal Returns

Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. kitces.com) Tax strategies if the TCJA expires in 2026.

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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