World's 20 Biggest Asset Managers: 2024 - ThinkAdvisor
2024年6月25日 · ADV Ratings ' latest list of the world's biggest asset management firms by assets under management, released this month, is again dominated by U.S. institutions, including 14 in the top 20. Two ...
The Estate and Gift Tax Exclusion Shrinks in 2026. What
2022年12月7日 · The federal lifetime gift and estate tax exclusion will increase from $12.06 million in 2022 to $12.92 million for 2023. There could also be increases for inflation for both 2024 and 2025. That's ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
2021年11月16日 · Related: 25 Largest Independent RIAs by Client Assets Aite-Novarica Group this month released the second iteration of the market monitor report the firm first published in 2019 to identify, rank ...
Investment News & Analysis for Financial Advisors | ThinkAdvisor
ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.
Gifting Stock to Family Members: What to Know - ThinkAdvisor
2021年1月25日 · Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it's a gift that can add value to their lives long after most other gifts have ...
Genworth Hopes to Stabilize Long-Term Care Business by 2026
2024年2月22日 · What You Need To Know. Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year. A key capital health indicator at the long-term care insurance business improved.
10 of the Biggest Financial Frauds of the Past 25 Years
2022年12月22日 · The high-profile implosion of cryptocurrency exchange FTX is the most recent financial scam to dominate the headlines. In announcing charges against FTX founder and former billionaire Sam Bankman ...
1035 Exchange Rules: An Overview - ThinkAdvisor
2022年3月31日 · 1035 Exchange for Annuities. Without a 1035 exchange, the holder of a nonqualified annuity contract would owe ordinary income tax on any annual returns from the nonqualified annuity, plus a 10% ...
The Social Security Trust Funds, Explained - ThinkAdvisor
2020年11月22日 · Many Americans don't believe they will receive their full promised Social Security retirement income benefits, according to a 2015 Gallup poll.A recent payroll tax suspension led to a warning by ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
2021年6月29日 · Related: Top 10 HSA Questions, Answered President Joe Biden recently proposed a budget for 2022 that imposes a net investment income tax to help fund the main Medicare trust fund.