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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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Weekend Reading For Financial Planners (July 26–27)

Nerd's Eye View

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 (..)

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JPMorgan Considers Exploring Loans Using Bitcoin and Ethereum as Collateral

Trade Brains

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.

Assets 59
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How to Maximize Tax Deductions for the 2025 Filing Season

Harness Wealth

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.

Taxes 52
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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

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.

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

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

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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. 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.