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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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Top 10 Business Tax Breaks (and Hits) in the One Big Beautiful Bill Act

Wealth Management

And for companies deciding where to invest in R&D, the OBBBA may have tipped the scales in hiring domestically, though companies should look at their specific expenses associated with foreign R&D. But this bill is worth more than a skim if you’re building, scaling, or investing in innovation. As always, the fine print matters.

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Should you buy, sell, or hold Bajaj Finance stock after Q1 results?

Trade Brains

A leadership transition is anticipated by March 2028, and a plan for the CEO’s succession is imminent. For the time being, any concerns about leadership are avoided because the CEO succession is not anticipated until 2028. Investing in equities poses a risk of financial losses. Citi has set a price target of Rs.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

They can reshape sectors and industries and impact your investment decisions. Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1.

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Ares Launches Sports and Media Fund for Wealthy Investors

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.

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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

The senior deduction is effective for years 2025 through 2028. This article includes a summary of the key areas affecting taxpayers with higher incomes and seniors.¹ Please discuss your situation with a CPA or qualified tax advisor.

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How the One Big Beautiful Bill Impacts Tax Advisors

Harness Wealth

Qualifying children born 2025–2028 will receive an account seeded with $1,000 at birth that can receive annual tax contributions and grow tax-deferred. These deductions are set to expire in 2028, and forward-thinking advisors are already identifying eligible clients and building sunset-aware plans.