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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

Welcome to the November 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!

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Monday links: changed communication

Abnormal Returns

Markets How major asset classes performed in November 2024. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. msn.com) Silk Road Bitcoin are in motion. coindesk.com) Crypto is a 24/7/365 enterprise.

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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

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Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO)

Nerd's Eye View

The penalty calculations were complex and difficult to estimate, and the provisions were poorly communicated to those affected. In response, Congress passed the Social Security Fairness Act at the end of 2024, repealing the WEP and GPO in full. However, the WEP and GPO proved unpopular and difficult to manage in practice.

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Weekend Reading For Financial Planners (March 22–23)

Nerd's Eye View

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

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!