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ETFs Could Claim the Biggest Share of Client Portfolios by 2026

Wealth Management

A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.

Portfolio 241
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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

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.

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Adviser links: technology bets

Abnormal Returns

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.

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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