ETFs Could Claim the Biggest Share of Client Portfolios by 2026
Wealth Management
JUNE 25, 2024
A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.
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Wealth Management
JUNE 25, 2024
A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.
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!
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Book of Secrets on the Month-End Close
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Darrow Wealth Management
JULY 1, 2024
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).
Abnormal Returns
MAY 8, 2023
sciencedaily.com) How tax-adjusting a portfolio works in practice. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (kitces.com) Advisers Some evidence that couple should maintain joint checking accounts. kitces.com) How personality traits affect estate planning decisions.
Abnormal Returns
MAY 29, 2023
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." rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX! Come meet the team in Austin on June 12-14th.
Nerd's Eye View
JANUARY 13, 2025
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.
Darrow Wealth Management
JULY 1, 2024
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).
Abnormal Returns
SEPTEMBER 30, 2024
riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Kitces' FinTech Solutions Map just keeps growing. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road.
Trade Brains
SEPTEMBER 1, 2023
The following image depicts the customer base of Talbros Automotive across different OEM segments: Revenue Segment The Company, along with its joint venture companies, offers a diverse product portfolio that includes Gaskets, Heat Shields, Forgings, Chassis Systems, Suspension Systems, Anti-vibration Components, and Hoses.
Fortune Financial
AUGUST 7, 2023
Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. trillion by 2021, it is expected to rise to $23 trillion by 2026. trillion in 2015 to$13.32
Fortune Financial
AUGUST 7, 2023
Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. trillion by 2021, it is expected to rise to $23 trillion by 2026. trillion in 2015 to$13.32
Harness Wealth
JANUARY 29, 2025
Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios. Effective ways to achieve this include: For employees : If your employer offers this option, request that your year-end bonus be deferred to January 2026.
Darrow Wealth Management
JANUARY 30, 2023
Another reason to consider: tax rates are set to increase in 2026 when the provisions of the Tax Cuts and Jobs Act expire. Even if it isn’t advantageous to re-bucket your portfolio, due to the frequent changes in tax laws and your financial situation, it’s beneficial to review annually.
Trade Brains
OCTOBER 12, 2023
Womencart’s product portfolio boasts approximately 10,000 SKUs from its own brand as well as various national and international brands. billion in 2017 to US$ 200 billion by 2026. The platform caters to both men and women, providing skincare, body care, hair care, and fragrances from the comfort of home. Are you applying for the IPO?
Carson Wealth
JUNE 17, 2024
They do have “catch-up” cuts in 2025 and 2026, eventually landing at the same interest rate for 2026 that they indicated in March. They project a total of 9 cuts by 2026, translating to 2.25%-points of cuts (taking the policy rate to the 3-3.25% range). Once bitten, twice shy.
Good Financial Cents
JANUARY 26, 2023
That’s the best way to get the kind of return on your investments that you’ll need to build the kind of portfolio you’ll need to make early retirement a reality. Ally Invest offers some of the lowest trading fees on the market, 24/7 customer service, and professionally managed portfolios to meet your investment goals.
Validea
DECEMBER 1, 2022
Bond ladders—a portfolio built on individual bonds or funds with regular maturities where the principal is then reinvested in longer-term holdings—may be an appealing approach in the current market, contends an article in Barron’s. The funds pay out interest on a regular basis and all reach their maturity in a certain year.
Trade Brains
SEPTEMBER 29, 2022
The organized segment’s share in the consumer durables market is expected to rise from 58% in fiscal 2021 to 76- 78% by fiscal 2026. The company has a diversified product portfolio that caters to the needs of its customers from all areas. trillion as of fiscal 2021. Strengths of the Company.
Nationwide Financial
JANUARY 26, 2023
In this case, their refund should be the same for 2023 as it was for 2022, but the couple benefits by adding $2800 of potentially tax-free Roth money (plus future growth) to their retirement portfolio. Without action by Congress, 2026 could usher in significantly higher tax rates.
Validea
DECEMBER 30, 2022
Direct indexing assets, currently at $462 billion, are expected to rise up to $825 billion by 2026, according to Cerulli Associates data that is cited in the article, making its growth forecast the biggest out of ETFs, mutual funds, and separately managed accounts. What’s causing the shift? The service costs $4.99
Trade Brains
DECEMBER 15, 2023
Industry Analysis The Indian automobile industry is expected to be worth $300 billion by 2026. The Indian government is one of the largest automaker producers and exporters, which is encouraged by policies such as the Automotive Mission Plan 2026, scrappage policy, and production-linked incentive schemes. .) ₹ 4,221.98
Trade Brains
OCTOBER 21, 2023
The Indian API industry, which produces these intermediates, was worth INR 798 billion in 2020 and is forecasted to reach INR 1,307 billion by 2026, at a CAGR of 8.57%. -As As of 2023 We did not have outstanding borrowings. Blue Jet Healthcare IPO Review – Financial Highlights Blue Jet Healthcare’s IPO reflects robust financial performance.
Trade Brains
SEPTEMBER 28, 2024
Titan’s jewellery division includes a portfolio of brands like Tanishq, Zoya, Mia by Tanishq, and CaratLane. to around 10-11% by FY 2026-27. Senco Gold’s portfolio includes more than 151,000 gold designs and 85,000 diamond jewellery designs, crafted by a team of over 100 artisans. The company operates an 81,000 sq.
Trade Brains
OCTOBER 15, 2023
Written By Niharika Jadhav By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.
Trade Brains
MAY 21, 2024
The seat take-up is increasing at a CAGR of approximately 42% from approximately 59,000 – 69,000 seats per year in 2019 to approximately 167,000 – 177,000 seats per year in 2022 and is expected to reach 335,000 – 345,000 seats per year by 2026. Due to its sales & marketing, 80% of the centers were filled 7.15 months from the launch.
MarketWatch
APRIL 12, 2023
The company reiterated plans to reduce debt by $5 billion by 2026. ConocoPhillips CEO Ryan Lance said the company remains committed to expand its global liquid natural gas business as part of a 10-year plan that, “provides a combination of industry-leading returns and cash flow growth, driven by our deep, durable and diverse portfolio.”
Trade Brains
NOVEMBER 9, 2022
Product Engineering and IoT Solutions: They have a portfolio of hardware, software accelerators, and proprietary sensors along with cloud platform-based service and solution offerings in asset tracking, remote device management, and smart product development. 20,873 billion (USD 282 billion) in Fiscal 2026.
MarketWatch
MAY 22, 2023
Ironwood expects the deal to strengthen its portfolio and boost its per-share earnings by 2026. VectivBio’s main investigational therapy apraglutide is a treatment for SBS-IF with data from a Phase 3 trial expected by year-end. The deal is expected to close in the second half.
Trade Brains
DECEMBER 18, 2023
With this belief and with the vision to be the most valuable company in the recycling space globally by 2026, Gravita India has been recycling and creating value for its stakeholders for more than 3 decades. growth rate between 2020 and 2026. The company has a target to increase its manufacturing capacity to 4,25,000 MTPA by FY 2026.
Trade Brains
SEPTEMBER 9, 2024
The company’s mission is to be among the top 5 global companies in recycling by 2026. The company is committed to sustainability, focusing on eco-friendly processes and technology innovation. What do you think about the future perspective of Gravita India Limited? Let us know in the comments below.
Trade Brains
NOVEMBER 18, 2023
The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. This mainly comprised spending on new-age technologies like the Internet of Things (“IoT”), blockchain, 5G, augmented reality, virtual reality, cloud engineering, and a lot more. Additionally, digital engineering spending. Would you be applying for it?
Trade Brains
SEPTEMBER 8, 2024
growth rate until 2026, while the IMF estimates 7% for the current year. India’s economy, with a nominal GDP of $3.385 trillion, stands as the world’s 5th largest by GDP, set for further growth. The World Bank projects a 6.7%
Trade Brains
MAY 23, 2023
FY 2021-22 Annual Report The structural shift is expected to benefit the nation immensely and increase its share in the global specialty chemicals industry to 6% by 2026 from 4%. Source: Laxmi Organic Industries Ltd. In your opinion, what other factors should investors consider while investing in chemical companies?
Trade Brains
SEPTEMBER 6, 2024
Its brand portfolio includes Avaasa and Netplay (>₹2,000 crore annual sales) and John Players (>₹1,000 crore annual sales). MMTPA PVC facilities by 2026-27 and 1 MMTPA specialty polyester capacity. The company aims for multi-GW electrolyser production by 2026 and targets 55 Compressed Biogas plants by 2025. It plans 1.5
Trade Brains
MARCH 3, 2024
Written by Ashish Agarwal By utilising the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks, also get updated with stock market news , and make well-informed investment.
Trade Brains
JUNE 6, 2023
billion in value by 2026. By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks also get updated with stock market news , and make well-informed investment decisions.
Trade Brains
FEBRUARY 23, 2024
during 2022-2026, and the construction output in the country is projected to reach Rs. 60 Lakh Cr by 2026. In fact, the industry is expected to grow by 12.8%, reaching Rs. 40 Lakh Cr in 2022. The growth momentum is expected to continue, with a CAGR of 10.8% What are your thoughts on the future of PSP Projects Ltd?
Trade Brains
OCTOBER 12, 2023
Future Plans KPIT Technologies > The Company management is actively in pursuit of strategic partnerships which resulted in the onboarding of Renault and Honda Japan for the development of Software Defined Vehicles (SDV) & expected to provide services till 2026 and 2030. > Tata Elxsi - Interest Coverage 418.73
Trade Brains
MAY 26, 2024
of India’s GDP and is projected to contribute 5-7% by 2026. The commercial vehicle segment is poised for a remarkable recovery, with domestic sales volumes expected to surpass pre pandemic peaks in FY 2024. The auto ancillary sector, a vital component of the value chain, accounts for 2.3%
Trade Brains
JANUARY 22, 2024
The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. This mainly comprised spending on new-age technologies like the Internet of Things (“IoT”), blockchain, 5G, augmented reality, virtual reality, cloud engineering, and a lot more. Additionally, digital engineering spending. Let us know in the comments below.
Trade Brains
FEBRUARY 25, 2024
Maruti Suzuki today has a portfolio of 16 car models with over 150 variants. The Indian automotive industry is expected to reach US$ 300 billion by 2026. Maruti Suzuki India Limited (MSIL), a subsidiary of Suzuki Motor Corporation, is India’s largest passenger car maker. What do you think about the prospects of the company?
Harness Wealth
MARCH 10, 2023
If the manager chooses to use the Three-Year Carried Interest Loophole, they would not be required to pay taxes on that $200,000 until 2026. This is particularly important for venture capital firms, as the value of portfolio companies can change rapidly and unpredictably. The manager’s carried interest is 20%, or $200,000.
Trade Brains
SEPTEMBER 26, 2023
billion by Fiscal 2026. Weaknesses of the company: The inability to construct the proposed manufacturing unit and expand the product portfolio within the estimated timeframe could hinder business expansion, cost reduction, competitive positioning, and profitability. billion in Fiscal 2021. General corporate purposes.
Trade Brains
NOVEMBER 22, 2023
The sector is expected to grow at a CAGR of 16% doubling its capacity by 2026. Industry Overview As per the India Brand Equity Foundation (IBEF), India is the fourth largest in renewable energy and the fifth largest in solar power capacity. The Government has allocated a budget of Rs.
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