Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 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! FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Wealth Management

JULY 8, 2025

David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees.

Wealth Management 221

Wealth Management Estate Planning Compliance Clients 221

Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. And My Portfolio Guide, LLC will be right here, cheering you on. Happy Planning and best to you in 2025! Absolutely.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

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!

Estate Planning 173

Estate Planning Portfolio Management Communication Portfolio 173

Wealth Management

JUNE 27, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Wealth Management 166

Wealth Management Estate Planning Startup Financial Planning 166

Calculated Risk

MAY 28, 2025

The FDIC released the Quarterly Banking Profile for Q1 2025: Net Income Increased from the Prior Quarter, Led by Higher Noninterest Income Quarterly net income for the 4,462 FDIC-insured commercial banks and savings institutions totaled $70.6 percent in first quarter 2025, up from 1.11 percent in first quarter 2025, up from 1.11

Banking 251

Banking Numbers Portfolio Sales 251

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 3 Min Read The Fynancial team with the "Best in Show" trophy.

Wealth Management 172

Wealth Management Management Financial Advisor Clients 172

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 237

Wealth Management Management Estate Planning Business Planning 237

Wealth Management

JULY 2, 2025

Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.

Wealth Management 168

Wealth Management Estate Planning Planning Clients 168

Trade Brains

JUNE 30, 2025

Why Gilt MFs in the year 2025? Drop-in Interest Rates: As the interest rates have fallen in the year 2025, the prices of the bonds have increased, and anticipations for a further drop in the interest rates is making gilt funds more attractive. Top Performing Gilt Mutual Funds in 2025 1. Does Gilt MFs fit in your Portfolio?

Portfolio 52

Portfolio Government Taxes Planning 52

Trade Brains

JULY 17, 2025

The article exposes the best-performing small-cap, mid-cap, and thematic funds in 2025 with their performance measures, plus the importance of a long investment horizon and risk knowledge. High-Risk, High-Return Funds in India (Top-Performing funds as of July 2025 data) 1. Crores NAV (as of July 14, 2025): ₹77.23 lakh crores.

Risk Tolerance 59

Risk Tolerance Portfolio Assets Asset Allocation 59

Wealth Management

MAY 19, 2025

Maximize portfolio performance across borders. Learn how to protect clients from tax penalties and missed opportunities as international business travel increases.

Taxes 235

Taxes Financial Advisor Portfolio Clients 235

Abnormal Returns

DECEMBER 25, 2024

theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio. (awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.'

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 136

Wealth Management Marketing Marketing Tax Planning 136

Calculated Risk

MARCH 11, 2025

The Federal Reserve began the process of gradually reducing the size of its balance sheet in early June, and from June 8, 2022 to February 26, 2025 the Federal Reserves balance sheet had declined to a little under $6.8 a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025).

Assets 165

Assets Portfolio Accounting Marketing 165

Wealth Management

JULY 17, 2025

July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management.

Wealth Management 191

Wealth Management Clients Management Estate Planning 191

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Wealth Management 136

Wealth Management Management Financial Advisor Estate Planning 136

Wealth Management

JUNE 25, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all CAIS model portfolios model marketplace alternative investments Alternative Investments CAIS Adds First Models from BlackRock, Carlyle, KKR and (..)

Wealth Management 154

Wealth Management Estate Planning Financial Advisor Clients 154

Wealth Management

JULY 10, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com July 10, 2025 5 Min Read Wealthspire Head of Advisory Technology Channing Olson I came to Wealthspire Advisors from their Private Ocean Acquisition about three years ago. I was leading operations at Private Ocean and took on the role of head of M&A integration for Wealthspire.

Wealth Management 154

Wealth Management Estate Planning Clients Planning 154

Wealth Management

JULY 1, 2025

Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based Bay Area Firm Steward Partners Acquires $1.1B Bay Area Firm Steward Partners Acquires $1.1B

Wealth Management 180

Wealth Management Estate Planning Clients Planning 180

Wealth Management

JUNE 30, 2025

by Fred Barstein Jun 30, 2025 4 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Management 154

Management Wealth Management Estate Planning Clients 154

The Big Picture

APRIL 28, 2025

per year from the start of 2010 through the end of Q1 2025. See also Lazy Portfolios rolling returns. Lets consider the returns data from the period post-Great Financial Crisis (GFC), and then unpack what it might mean. Starting January 1, 2010, the S&P 500 generated a total return (with dividends reinvested) of 566.8% , or 13.3%

Risk Management 329

Risk Management Management Marketing Marketing 329

The Big Picture

JANUARY 2, 2025

Not only do many investors pay attention to this guesswork, but some change their portfolios in response to them. This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. This has proven to be an unproductive strategy.

Banking 345

Banking Planning Economics Investing 345

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 247

Financial Planner Insurance Coverage Insurance Valuation 247

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Abnormal Returns

APRIL 27, 2025

tker.co) Why private assets are no portfolio panacea. optimisticallie.com) How portfolio diversification has worked in 2025. Top clicks this week Three keys to successful investing including 'Trying to time the market is a losers game.' larryswedroe.substack.com) Volatility clusters. morningstar.com)

Assets 173

Assets Portfolio Investing Investments 173

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. For 2025, consider implementing tax-loss harvesting strategies in your investment accounts.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Trade Brains

JULY 18, 2025

Below is the list of the top 5 best performing dividend yield mutual funds in 2025. Here are the list of top performing Dividend Yield Mutual Funds of 2025: 1. Also read: Top Performing High-Risk Funds That Delivered High Returns in 2025 – Are They in Your Portfolio? Lump Sum (₹) Min.

Investing 59

Investing Portfolio Investments Marketing 59

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

The Big Picture

JANUARY 15, 2025

January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. What percentage of your portfolio should be allocated? Then you get into private equity, which is kind of a little bit of juiced stock portfolio, and venture capital is the riskiest of them all.

Portfolio 144

Portfolio Assets Investing Investments 144

Trade Brains

JULY 4, 2025

On a sequential basis, its Gross Loan Portfolio (GLP), excluding write-offs, grew by 3.1%, reflecting steady credit deployment aligned with MFIN Guardrails. As of June 2025, the GLP stood at Rs. 25,948 crore in March 2025. Portfolio at Risk (PAR) metrics showed a broad-based decline across all-time buckets. 17,951 crore.

Portfolio 59

Portfolio Investment Advisor Assets Investing 59

WiserAdvisor

JUNE 17, 2025

Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1. And in 2025, that growth is expected to continue. In fact, U.S. Metacognitive AI.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Harness Wealth

JULY 14, 2025

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes 52

Taxes Investing Investments Assets 52

Abnormal Returns

JANUARY 1, 2025

wsj.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) Personal finance Whether you have an advisor or not, a financial checklist for 2025. Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal.

Taxes 162

Taxes Retirement Banking Portfolio 162

The Big Picture

JUNE 30, 2025

Last week, I moderated an amazing panel of emerging Hedge Fund & Alternative Managers at the Bloomberg 2025 Forum.

Management 144

Management Portfolio Management Portfolio Assets 144

WiserAdvisor

JUNE 4, 2025

Below are top 5 finance industry trends in 2025 to look out for: 1. Financial advisors need to adopt digital solutions like virtual meetings and mobile apps that allow clients to check in on their investment portfolios whenever and wherever they want.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59