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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!
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.
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).
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!)
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.
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).
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.
You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. The service automatically rebalances your portfolio to keep you on track to your goals.
The rising number of cancer cases, both domestic and international, creates immense opportunities for pharmaceutical companies specializing in oncology treatments. Future Outlook: Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026.
Here’s Why We Think Inflation Is Headed Lower CPI inflation data is backward looking (last week’s number were for May), but the guts of the report, and the trends within, can tell us what we may be looking at on a go-forward basis. A diversified portfolio does not assure a profit or protect against loss in a declining market.
The Indian API industry, which produces these intermediates, was worth INR 798 billion in 2020 and is forecasted to reach INR 1,307 billion by 2026, at a CAGR of 8.57%. -As As of 2023 We did not have outstanding borrowings. Blue Jet Healthcare IPO Review – Financial Highlights Blue Jet Healthcare’s IPO reflects robust financial performance.
billion in value by 2026. NFIL has been debt free for a number of years. Because of their different properties, fluorochemicals (or fluorine) are used in a variety of industries such as refrigeration, dyeing, automotive, pharmaceuticals, agrochemicals, textiles, electricals & electronics and more. respectively. times and 21.30
With the growing presence of MSME lenders in smaller locations and lenders increasingly focusing on underserved customers, the portfolio of secured MSME loans with ticket sizes ranging from 0.50 million is predicted to rise at a CAGR of 18% – 20% between Fiscal 2023 and Fiscal 2026. million to 3.00 That’s it for this post.
The Company is ranked 1st among the top 5 benchmarked players in the flexible workspace segment with a presence in 16 cities in India also present in a maximum number of micro-markets in India. Awfis Space Solutions IPO Review – Company overview Awfis Space Solutions is the largest flexible workspace solutions company in India.
The sector is expected to grow at a CAGR of 16% doubling its capacity by 2026. Suzlon reported its FY23 number as 48.36%, exponentially higher compared to 11.42% of CG Power. Industry Overview As per the India Brand Equity Foundation (IBEF), India is the fourth largest in renewable energy and the fifth largest in solar power capacity.
It has a portfolio of 137 API products with 26 more products in the pipeline. billion by 2026. This can be gauged from the fact that the nation accounts for the most number of DMFs applied in the United States at 15%. Let us now move forward to equip ourselves with the global API industry landscape. billion in 2020.
Of this, $5 billion accounted towards API and $12 billion was attributed to APIs required for formulation manufacture, Between 2022 and 2026, the entire domestic India API market is predicted to rise at an 11.1% A significant amount of the company’s revenue is based on a small number of consumers. crores in March 2021 to ₹1,513.98
million, forecasted to reach 5-7% of GDP by 2026, creating 3.2 Chetak Business Unit (Electric Vehicles) The Chetak electric scooter has climbed to the number three position in the market, up from sixth or seventh at the start of the year. Bajaj also anticipates portfolio expansion for Triumph in the second half of the year.
billion by 2026. Weaknesses of the Company Supplier Dependence : The company’s reliance on a limited number of suppliers for medicines and consumables, who in turn depend on third-party suppliers, poses a risk. The medical tourism market was worth US$ 2.89 billion in 2020 and is projected to reach US$ 13.42 of GDP by 2025.
The company stands as the number one dealer of Mercedes-Benz, Honda, and Stellantis (Jeep) in terms of sales volume in the Fiscal year 2021. There are no listed entities in India whose business portfolio is comparable with that of the company’s business. In addition, it stood as the third-largest dealer of Renault in 2020.
The characteristics & applications of amines allow for a number of industrial uses and new product development. They have a product portfolio of 100+ products which they cater to 20+ countries across the globe through their 20 individual production plants over three manufacturing sites covering over 110 acres of land.
The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Total numbers 1,821,240 2,506,626 -27.3% A research study conducted by the CEEW Centre for Energy Finance identified a potential market worth US$206 billion for electric vehicles in India by 2030. Commercial Vehicles 184,284 310,854 -40.7%
The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Total numbers 1,821,240 2,506,626 -27.3% A research study conducted by the CEEW Centre for Energy Finance identified a potential market worth US$206 billion for electric vehicles in India by 2030. Commercial Vehicles 184,284 310,854 -40.7%
These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. Treasuries). Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency.
billion by 2026, up from $2.6 Nazara’s portfolio includes interactive gaming, and eSports through popular brands like the World Cricket Championship, CarromClash, Kiddopia, Nodwin, and Sportskeeda. billion by 2027 and the number of online gamers expected to grow to 18.6 billion in 2023.
But that does not mean that we are not having our hands in it, we are investing about Rs 3 crores to develop this technology and are hopeful that by April 2026 we will be having our first Dry Gas Seal in the market. Don’t just think outside the box—break the box”, says Umar A K Balwa.
You can determine the grant value of a newly issued RSUs by multiplying the number of units granted by the FMV of your companys stock on the grant date. Taxes and Portfolio Concentration: The Importance of Managing Your RSUs RSUs are relatively simple to manage when compared to employees stock options.
The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. That means even if your retirement portfolio is doing well, healthcare can still eat into your income faster than expected. But in 2026, the “subsidy cliff” returns. to 2 times. And the average stay?
In return, the grantor receives annuity payments, typically on an annual basis, for a predetermined number of years. The looming reduction in the estate-tax threshold in 2026 may prompt individuals with approximately $6 million estates to consider wealth transfers.
High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. An important thing to remember is that the lifetime gift tax exemption will drop to $6 million by 2026. In the case of couples, both spouses can gift up to a total of $25.84
RITHOLTZ: Mark your calendars for 2026. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. But, you know, it’s been in a portfolio for a long time.
But when there is an SCR, those numbers jump to 10.4% When Santa doesnt come, those numbers fall to only 5.0% and 66.7% (but note those numbers will improve once this year is in the books). The number of participants that are dovish relative to the median also dropped off significantly. 2026: Up from 2.0%
Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. For perspective, here are the numbers for 2019: Overall household debt grew by 4.4% The number of consumer foreclosures fell 1% in Q4, following a big 12% drop in Q4. Worries happen every year 2025 wasnt going to be any different.
Not All Corrections Become Bear Markets We found 13 official bear markets (down 20% from recent highs) going back to World War II, with many asking whether this could become number 14. Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% and for 2027 at 2%.
We have yet to get updated February numbers, but it fell 5.4 We also calculated 1-year/1-year forward inflation expectations, which is inflation expected in the second year from now (roughly 2026). A diversified portfolio does not assure a profit or protect against loss in a declining market. points in January to 104.1,
Those numbers could have bulls smiling later in 2025. At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking). Two Huge Days The S&P 500 soared 9.5% Its currently around 5,400.)
In the realm of estate planning, the Lifetime Gift and Estate Tax Exemption is set for a substantial decrease in 2026, reverting to approximately $7 millionunless Congress intervenes. These adjustments apply to income tax returns for the 2025 tax year, filed during tax season in 2026, as outlined by the IRS.
So you’re a proponent of modern portfolio theory and the efficient market hypothesis. 00:08:16 [Speaker Changed] So speaking of apocryphal times, you have said investors should build their portfolios for the worst 2% of market conditions rather than normal times. Some crazy number writing a monthly column for them.
If you extrapolate that number out to a full year, it would be just under 60 new highs, which would crack the top five of the best years ever. The prospect of higher taxes across the board in 2026, and lower corresponding household spending, should help clarify the sense of purpose of members of Congress.
There was some market upside from the last meeting, but only in that the Fed raised their inflation expectations without lowering the expected number of rate cuts. However, the numbers are difficult to gauge because the Trump administration has ended the regular reporting on deportations by ICE and the Department of Homeland Security.
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