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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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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles. in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% The full-scale use of CBDC payments via the digital Ruble begins Jan.

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CSK Trade News: These Are the 3 Players CSK Might Target in the IPL 2026 Trade Window 

Trade Brains

As the IPL 2026 season approaches, Chennai Super Kings (CSK) are busy planning their squad. One big opportunity for them is the IPL 2026 trade window, where teams can exchange players with each other. His aggressive batting style fits well into CSK’s plans for the middle and lower order. When Is the Trade Window?

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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

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Can You Ever Have Enough?

Steve Sanduski

Fifty years from Fuller’s talk puts us in 2026. And from the demise of this old paradigm would spring a new paradigm, a you AND me paradigm where there is enough for everyone everywhere to have a healthy and productive life.

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Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets.