World's 25 Biggest Wealth Management Firms by AUM: 2021
WEBNov 16, 2021 · To identify this year’s largest firms, Aite-Novarica ranked them based on their client assets, which it noted generally refers to discretionary and advisory assets under management, as well as ...
Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB3 days ago · Switching Firms. HSAs. Tax Reform. Webcasts. Prospect Clients. Clearing and Custodial Firms. Wirehouse Firms. Estate Planning. ThinkAdvisor features all the investment news, in-depth analysis ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
WEBJun 6, 2023 · The U.S. placed 14 institutions among the world’s top 20 largest asset management firms by assets under management (AUM), according to ADV Ratings ’ latest rankings. France and Germany each ...
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 31, 2022 · 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% ...
Get Ready for New 1099-K Rules in 2024 - ThinkAdvisor
WEBFeb 14, 2024 · 1099-K Reporting Changes. Beginning in 2023, the Form 1099-K reporting threshold for businesses that use third-party payment services, such as Venmo, Etsy, StubHub and Airbnb, was set to decrease ...
6 Things to Know About the Bill to Repeal Tax on Social Security
WEBJan 30, 2024 · Under current law, single tax filers with combined income greater than $25,000 may have to pay income tax on up to 50% of their Social Security benefits. If combined income exceeds $34,000, up to ...
Genworth Hopes to Stabilize Long-Term Care Business by 2026
WEBFeb 22, 2024 · Genworth went into 2023 hoping to get insurance regulator approvals for LTCI rate increases with a value of $275 million. It succeeded in obtaining approvals for $354 million in rate increases ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 · The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers would otherwise owe on the income in question. The tax is imposed on the ...
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
WEBJun 21, 2024 · The number of RIAs grew by 1.9%. Charts: IAA. Many RIAs are small businesses. The report states that in 2023: 92.7% of RIAs had 100 or fewer employees; Over two-thirds of advisors managed less ...
Accredited Investor vs. Qualified Purchaser: What's the Difference ...
WEBJan 10, 2023 · The threshold to be considered a qualified purchaser is higher than that for an accredited investor. The $5 million investment threshold may exclude many accredited investors from reaching ...