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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% 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 (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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Weekend Reading For Financial Planners (March 8-9)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 equities underperforming international stocks over the next 10 years Why today’s high U.S.

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Indian Startups Accelerate IPO Plans Before 2026; Here’s why

Trade Brains

Almost every promising startup you can name seems to be preparing for a stock market listing, and they all want to make their debut before 2026. Many Series D or Series E investments come with an understanding that an IPO will happen within 12–18 months. Why Before 2026? There’s a clear shift happening in India’s startup world.

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Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025

Nerd's Eye View

But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time. However, if they were to wait until 2026, they would owe AMT (and need to find or borrow funds to pay the AMT triggered by the exercise).

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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

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

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Japanese Gaming Developer Enters Crypto Market with $6.9 Million Investment

Trade Brains

Initially, it will invest 200 million yen, with plans to scale up to 1 billion yen by 2026. Additionally, the firm may invest in meme coins and other Web3 gaming tokens. On the other hand, market conditions will dictate the final investment amount, ensuring flexibility. Japan’s Growing Trend CyberStep isn’t alone.