Nerd's Eye View

JANUARY 8, 2024

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. And the wide scope of technology tools supporting advisors to shift into providing more client-centric services makes this new era in the future of financial advice possible!

Financial Advice 177

Financial Advice Medicine Financial Planning Estate Planning 177

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Trade Brains

MAY 17, 2023

The company’s core industry focus is retail, travel services, energy, agriculture, commodities, and professional services. The company employs 5,158 professionals, of which 4678 are technology employees. Profit After Tax (Rs. Dividend Per Share (In Rs) FY 18 2,453 192 10.5 FY 19 2,960 249 12.75

Planning 98

Planning Retail Taxes Economy 98

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

BlueMind

FEBRUARY 11, 2022

As is the case with all professional service providers, one of the most daunting and demanding tasks for financial advisors is staying on top of the paperwork when initiating a relationship with their new clients. The following is a list of only some of the documentation required when onboarding new clients.

Compliance 52

Compliance Financial Advisor Electronics Clients 52