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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!
Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)
This initiative could launch as early as 2026. Strong safeguards are essential for portfolio stability. Synopsis- JPMorgan Chase is exploring a surprising move. The banking giant may offer loans secured by Bitcoin and Ethereum. This signals a strategic shift into digital assets. CEO Jamie Dimon once called Bitcoin a fraud.
Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios. Effective ways to achieve this include: For employees : If your employer offers this option, request that your year-end bonus be deferred to January 2026.
And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) Which means over the next 12 months, we're going to rebuild it all from scratch, with a modern technology foundation that will allow us to better scale over the next decade.
However, by 2026, the exclusion amount will revert back to its pre-2018 level of about $5 million (or around $7 million adjusted for inflation) per individual, unless new legislation is passed, or the TCJA is extended. In 2024, the lifetime gift tax exemption is $13.61 million ($27.22 million if you are married filing jointly), up from $12.92
This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. That’s a slow burn, but a burn nonetheless with economic risks increasing as we get closer to year end and into early 2026. A diversified portfolio does not assure a profit or protect against loss in a declining market.
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). So including the 2 cuts in 2025, the Fed is now projecting a total of three cuts by the end of 2026 and four by the end of 2027.
Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Real Estate Investment Trust (REIT): This ownership structure is primarily for larger, often publicly traded portfolios.
Neither did the Fed push the lost two rate cuts out to 2026. They estimated two rate cuts in 2026 in their September dot plot and stuck to that in their latest update. With the 2025 median moving higher to 3.9%, that meant the 2026 rate estimate also moved up from 2.9% 2026: Up from 2.0% 2025: Up from 2.2%
About the Company Hindustan Unilever (HUL) is India’s leading FMCG company with over 90 years of presence and a portfolio of 50+ popular brands across Home Care, Beauty & Personal Care, and Foods & Refreshment. The brokerage cut its EPS estimates by 9–10% for the June 2026 period.
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.
But that’s something we’ll look at as we approach the end of the year and start thinking about our Outlook 2026. A diversified portfolio does not assure a profit or protect against loss in a declining market. The next six months aren’t as strong but still see gains on average.
Taxes and Portfolio Concentration: The Importance of Managing Your RSUs RSUs are relatively simple to manage when compared to employees stock options. This may lead to an inappropriate amount of risk within your portfolio, leaving you overexposed to the ups and downs of a single companys performance.
Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. A diversified portfolio does not assure a profit or protect against loss in a declining market. Think about that the next time you see some red on the screen and all the commentators on TV all worked up over the latest worry.
preventing taxes from going up in 2026, which is by far the most “expensive” part of the bill). If not for the tax bill, the deficit would likely have started to shrink in 2026 and 2027, creating a headwind to profits. Want to know more about what this could mean for your portfolio for the rest of the year?
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. Without planning, those costs can quietly drain your portfolio and put your spouse or children in a tough position. Ask yourself: Could your portfolio absorb that?
Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% A diversified portfolio does not assure a profit or protect against loss in a declining market. Of course, Powell, and the Fed, have been haunted by that ever since. However, transitory is back, at least going by the dot plot.
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. 00:08:14 [Speaker Changed] No, he he never said it or, or wrote it.
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%
The company anticipates receiving the nod between October and November 2025, aiming for a January 2026 launch. About the Company Dr. Reddy’s Laboratories Ltd is one of India’s leading pharmaceutical companies, offering a wide portfolio that spans active pharmaceutical ingredients (APIs), generics, biosimilars, and differentiated formulations.
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). Right now, the 2026 EPS level is at $302/share (about 2% below where it started the year, at $309/share). Its currently around 5,400.)
This will be needed simply to avoid tax increases on January 1st, 2026, when several provisions of the 2017 tax cuts sunset. Our overall takeaway is to make some adjustments to portfolio positioning to help mitigate risk from tariffs, but to maintain our equity overweight.
I’ve long been on the record saying that Trump will appoint a yes-man in 2026 and the job interview for the next Fed Chair is basically going to come down to whether that person will advocate strongly for cuts. So you have to think the probability of the Fed catching up with the ECB will rise as we get into 2026.
These exports are expected to touch $80 billion by 2026, making India a key player in the global supply chain. By 2026, that contribution is expected to rise to 5-7 percent of GDP, with the Automotive Mission Plan (2016-26) aiming to create an additional 3.2 In FY24, automobile sales reached 23.85 million people. million jobs.
The project is scheduled for completion by October 2026. Its portfolio spans diverse segments including airports, IT parks, institutional spaces, healthcare and leisure facilities, residential complexes, and factories.
An FDA inspection for the site is targeted for Q2 of calendar year 2026. Senores Pharma is also pursuing the development of a new greenfield site in India to support operations in both semi-regulated and regulated markets. Additionally, its new API facility, with a capacity of 100-120 MTPA, commenced operations in March 2025.
New products launched; capacity expansion project progresses towards March 2026 completion. The company has applied for all necessary regulatory approvals, with commercial production expected to begin by March 2026. Synopsis : Krishana Phoschem reported Rs. crore revenue in Q1 FY26, up 41 percent YoY. crores recorded in Q1 FY25.
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).
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. (kitces.com) Advisers Some evidence that couple should maintain joint checking accounts. kitces.com) How personality traits affect estate planning decisions.
wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX! Come meet the team in Austin on June 12-14th.
riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Kitces' FinTech Solutions Map just keeps growing. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road.
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).
Future Outlook Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026. Beta Drugs is also focusing on enhancing its sales to 450+ crores by 2026. Share Price Beta Drugs Ltd share price: Shares of pharma company Beta Drugs Ltd are trading at Rs.2,079,
Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. trillion by 2021, it is expected to rise to $23 trillion by 2026. trillion in 2015 to$13.32
Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. trillion by 2021, it is expected to rise to $23 trillion by 2026. trillion in 2015 to$13.32
The following image depicts the customer base of Talbros Automotive across different OEM segments: Revenue Segment The Company, along with its joint venture companies, offers a diverse product portfolio that includes Gaskets, Heat Shields, Forgings, Chassis Systems, Suspension Systems, Anti-vibration Components, and Hoses.
Womencart’s product portfolio boasts approximately 10,000 SKUs from its own brand as well as various national and international brands. billion in 2017 to US$ 200 billion by 2026. The platform caters to both men and women, providing skincare, body care, hair care, and fragrances from the comfort of home. Are you applying for the IPO?
That’s the best way to get the kind of return on your investments that you’ll need to build the kind of portfolio you’ll need to make early retirement a reality. Ally Invest offers some of the lowest trading fees on the market, 24/7 customer service, and professionally managed portfolios to meet your investment goals.
Beta drugs’ oncology portfolio shows a shift towards supportive care and hemat products as the percentage of Hemat and supportive care went up from 11% and 16% respectively in FY 21-22 to 19% and 13% in FY 23-24. Future Outlook: Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026.
Bond ladders—a portfolio built on individual bonds or funds with regular maturities where the principal is then reinvested in longer-term holdings—may be an appealing approach in the current market, contends an article in Barron’s. The funds pay out interest on a regular basis and all reach their maturity in a certain year.
They do have “catch-up” cuts in 2025 and 2026, eventually landing at the same interest rate for 2026 that they indicated in March. They project a total of 9 cuts by 2026, translating to 2.25%-points of cuts (taking the policy rate to the 3-3.25% range). Once bitten, twice shy.
The organized segment’s share in the consumer durables market is expected to rise from 58% in fiscal 2021 to 76- 78% by fiscal 2026. The company has a diversified product portfolio that caters to the needs of its customers from all areas. trillion as of fiscal 2021. Strengths of the Company.
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