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Weekend Reading For Financial Planners (June 7–8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

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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

This lack of clarity made retirement planning significantly more challenging. In response, Congress passed the Social Security Fairness Act at the end of 2024, repealing the WEP and GPO in full. Now that the WEP and GPO have been repealed, retirement planning will be significantly easier going forward.

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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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How Inflation Can Impact Your Retirement Plan – What You Must Know Now!

Trade Brains

That means if your retirement plan underestimates medical costs, you risk serious shortfalls. For instance, a retired government employee receiving a fixed monthly pension of ₹40,000 ten years ago might find its value significantly reduced today if inflation averaged around 6% annually. on June 6, 2025 , and cut CRR by 100 bps.

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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits

Nerd's Eye View

The new law repeals both the WEP and GPO, restoring full Social Security benefits to affected individuals, retroactive to January 2024. To help with this, we've developed a downloadable calculator that simplifies the process of estimating an individual's unreduced Social Security benefits, whether or not a full earnings history is available.

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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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Weekend Reading For Financial Planners (July 26–27)

Nerd's Eye View

in 2024 , with revenue up by 17.6%. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab's annual RIA benchmarking study found that median firm AUM increased 16.6% net organic growth and larger firms seeing 5.0%