Our list of "Best Conferences 2025!", and be sure to take advantage of the discount codes that several have offered to Nerd's Eye View readers! Best in: -Overall Planning: @FPANorCal -Technology: @t3techhub -Advanced Tax Planning: @AICPA Engage and more! https://t.co/bewEKQMNXQ

End-of-year is approaching, and here are some tax planning opportunities in which #advicers can add value. #OBBBA introduces several nuanced planning opportunities with looming year-end deadlines where advisors can help clients plan and execute tax strategies:

They said you can't automate your trading strategies on TradingView, but they were wrong. TradersPost is the perfect way to automate your indicators, strategies and prop firm accounts.

For Incentive Stock Options (ISOs), the risk of adverse tax consequences if not handled properly, and an bigger complication with ISOs lies in their interaction with AMT. https://t.co/vcVYO9jWe6 In this guest post, Daniel Zajac, Managing Partner of the Zajac Group, explores how

Between 2024 and 2026, 1 in 10 advisors are projected to incorporate tech to support estate planning for the first time. As advisors expand their involvement, many face questions about whether to charge for these services – and if so, how to structure those fees:

The Drive For An Ownership Stake: Maggie Rapplean shares how she made the tough decision to change firms to find the path to equity ownership in Ep 462 of #FASuccess podcast https://t.co/4eSIweK2NW We talk about how Maggie began her career working within a wirehouse,

It's true, I'll be at #SchwabIMPACT sharing our latest productivity research on Thursday! I can vouch from experience that most of the others listed will be there, too... 🤣😁 https://t.co/LMwzvGDX2B

It's not that clients don't value financial planning… but the data-gathering phase can often frequently stall progress through procrastination. Advisors can use Gabriele Oettingen's WOOP framework to motivate action: https://t.co/WoqJh4EaXR Kitces Nerd Sydney Squires highlights

How to help prospects overcome the emotional hurdles involved when deciding to switch advisors: https://t.co/uaBmjDnUbC While an advisor might be tempted to wield a proverbial 'sledgehammer of value' to convince a prospect that their value proposition is superior that of their

This month's #AdvisorTech kicks off with RightCapital announcing a new feature to streamline switching changing financial planning software with a new data migration tool, by scanning uploaded documents from eMoney and automatically importing into RightCapital:

4 ways client biases are costing them money, from reluctance to pay taxes today when it comes to Roth conversions to hesitance to realize losses as part of a tax-loss harvesting strategy: https://t.co/uaBmjDnUbC (Sheryl Rowling | Morningstar) #WeekendReading

Understanding the difference between tax planning and tax advice is crucial for advisors seeking to stay on the right side of this liability line. 1) Set expectations during meetings with a clear verbal preface explaining that tax advice falls outside the scope; and 2) Document

#WeekendReading: A checklist for advisors supporting their clients in selecting benefits during this year's open enrollment season and more on insurance planning: https://t.co/uaBmjDnUbC (Christine Benz | Morningstar)

#WeekendReading: This week's edition kicks off with the news that the Social Security Administration announced that the annual Cost Of Living Adjustment (COLA) for 2026 will be 2.8%, up from 2.5% in 2025 but below the ten-year average COLA of 3.1%. While this figure can support

Excited about today's release! Sculptor now catches issues & offers suggestions to fix them. Improve code quality, find inconsistent designs, and detect when Claude failed to actually run tests. We've been testing it for a few weeks and we can't imagine using Claude without it!

Providing clients with a "one-stop shop" for their financial, legal, and tax needs:  Stephanie Hughes, CEO of Wiss Family Office, shares how she established the operational systems it takes to truly serve ultra HNW clients effectively: https://t.co/xr7iY38XYu She shares how she

For many financial advisors, having the ability to effectively and efficiently provide solutions to new clients doesn’t always translate into prospects making the choice to engage in a planning agreement with the advisor. Sometimes, this can be caused by overlooking what many

A research study found that clients value an advisor who helps them reach their financial goals above anything else. On the other hand, the advisors who were surveyed believed that their clients’ top priority would be for their advisor to understand who they were and their unique

Between 2024 and 2026, 1 in 10 advisors are projected to incorporate tech to support estate planning for the first time. As advisors expand their involvement, many face questions about whether to charge for these services – and if so, how to structure those fees:

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It's not that clients don't value financial planning… but the data-gathering phase can often frequently stall progress through procrastination. Advisors can use Gabriele Oettingen's WOOP framework to motivate action: https://t.co/WoqJh4EaXR Kitces Nerd Sydney Squires highlights

Saying “no” to those who genuinely need help but don't meet the firm's minimums can feel deeply unsatisfying . On the other hand, saying yes too often without structure can lead to burnout, unsustainable workloads, and a business model that struggles to thrive.

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. He highlighted the market for used cars at the

The SECURE Act of 2019 eliminated the 'Stretch IRA' for most non-spouse heirs with the 10-year-rule. Introducing an unexpected alternative, the INTENTIONAL Non-Designated Beneficiary (INDB) Strategy, allows clients to potentially stretch distributions for heirs beyond 10 years: