2024, Business Planning, Numbers and Planning

The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 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!

Risk Tolerance

Risk Tolerance Communication Startup Financial Planning

The Latest In Financial #AdvisorTech (April 2024)

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 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

Estate Planning Financial Advisor Clients Startup

The Latest In Financial #AdvisorTech (February 2024)

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 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

Estate Planning Financial Planning Planning Wealth Management

Webinars

Live Demo: How to Achieve Reconciliation Zen

MORE WEBINARS

The Latest In Financial #AdvisorTech (May 2024)

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 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!

Financial Advisor

Financial Advisor Retirement Planning CFP Clients

Highlights From The 2024 T3 Advisor Conference

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting

Consulting Financial Advice Engineering Financial Advisor

The Latest In Financial #AdvisorTech (January 2024)

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning

Retirement Planning Compliance Startup Clients

The Latest In Financial #AdvisorTech (March 2024)

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 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!

Startup

Startup Wealth Management Clients Portfolio

FinCEN’s New 2024 Requirement For State-Registered RIAs (And Other Small Businesses) To Report Beneficial Ownership Information (BOI)

Nerd's Eye View

FEBRUARY 21, 2024

In 2021, Congress passed the Corporate Transparency Act, which, for the first time, required small business entities such as LLCs and corporations to report identifying information on their "beneficial owners" (i.e., those who own at least 25% of, or who otherwise exercise substantial control over the business).

Insurance

Insurance Numbers Clients Business Planning

Navigating The FTC’s Ban On (Most) Non-Competes: The New World Of Partnerships And Non-Solicits

Nerd's Eye View

MAY 22, 2024

Further, critics of non-compete agreements argue that they restrict dynamism in the overall economy by making it harder for businesses to hire (as the pool of applicants will be smaller in industries where non-competes are prevalent ), and for employees subject to non-competes to start new companies.

Financial Advice

Financial Advice Commission Clients Financial Advisor

SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning

Tax Planning Taxes Planning Retirement Planning

SECURE Act 2.0: Later RMDs, 529-to-Roth-Rollovers, And Other Tax Planning Opportunities

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning

Tax Planning Taxes Planning Retirement Planning

4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

JANUARY 3, 2024

With credit card balances and delinquencies spiking and student loan payments resuming, it's unlikely that consumers will be able to sustain their spending levels and ride to the rescue once again in 2024. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics

Economics Marketing Marketing Economy

Financial Advisor Source

The Latest In Financial #AdvisorTech (June 2024)

The Latest In Financial #AdvisorTech (April 2024)

Webinars

Trending Sources

The Latest In Financial #AdvisorTech (February 2024)

Webinars

The Latest In Financial #AdvisorTech (May 2024)

Highlights From The 2024 T3 Advisor Conference

The Latest In Financial #AdvisorTech (January 2024)

The Latest In Financial #AdvisorTech (March 2024)

FinCEN’s New 2024 Requirement For State-Registered RIAs (And Other Small Businesses) To Report Beneficial Ownership Information (BOI)

Navigating The FTC’s Ban On (Most) Non-Competes: The New World Of Partnerships And Non-Solicits

SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities

SECURE Act 2.0: Later RMDs, 529-to-Roth-Rollovers, And Other Tax Planning Opportunities

4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

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