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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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Adviser links: a fundamental misalignment

Abnormal Returns

sciencedaily.com) How tax-adjusting a portfolio works in practice. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. thomaskopelman.com) An increasing number of states are introducing auto-IRAs. kitces.com) How personality traits affect estate planning decisions.

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 105
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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!)

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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Carson Wealth

Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. They’ve reconciled this by reducing the number of rate cuts in 2026 to just one (each cut worth 0.25%-points). for both 2025 and 2026 before dropping to just 4.4% That’s down a cut from what they projected in March.

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52
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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. If you’re well above this number, you can be fairly sure job growth is positive. If you’re at this number, like right now (and also seeing downward momentum), we can’t be sure the economy is actually creating any net jobs.