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Weekend Reading For Financial Planners (July 26–27)

Nerd's Eye View

In the report, Schwab also identified key traits of "top performing" firms (including having a defined ideal client persona and a defined client value proposition) and the key strategic initiatives respondents plan to pursue (with generating client referrals topping the list for the third consecutive year, followed by recruiting new staff).

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Breaking Down the Big Beautiful Bill, Ep #243

Financial Symmetry

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. This deduction is available for tax years 2025 through 2028 and begins to phase out for incomes above $75,000 (single) and $150,000 (joint). With so much shifting, personalized planning matters more than ever.

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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. Concept of digital social marketing.

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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. Estimates of profits were somewhat lowered, and a plan for the CEO’s succession is anticipated in six months. Citi has set a price target of Rs. 983 and has a Neutral rating. 1,100 and maintained a Buy rating.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. IBM has announced that it plans to invest $150 billion in the U.S. Tech giants are also fueling the innovation engine.

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Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

WiserAdvisor

There are several types of IRAs, such as Traditional, Roth, Simplified Employee Pension (SEP), and Savings Incentive Match Plan for Employees (SIMPLE). But if you are planning to take money out from a Roth IRA before you turn 59½, there would still be some cuts. First off, let’s clear up some confusion. There are also no RMDs.

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

Darrow Wealth Management

Given the breadth and recency of the bill, tax, financial, and legal professionals will need time to assess the impact and consider various planning strategies. The senior deduction is effective for years 2025 through 2028. The expanse and complexity of the new tax bill cannot be understated.

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