Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB3 days ago · Investment Platforms. 401 (k) Plans. Permanent Life Insurance. ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their ...
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 ...
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 ...
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 ...
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% ...
10 of the Biggest Financial Frauds of the Past 25 Years
WEBDec 22, 2022 · In announcing charges against FTX founder and former billionaire Sam Bankman-Fried, U.S. Attorney Damian Williams said that the case was “one of the biggest financial frauds in American history ...
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 ...
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 · Brett Koeppel, CFP and founder ofEudaimonia Wealth in Buffalo, New York, says: “Gifting appreciated stock to a family member instead of simply giving cash can be a win-win for both clients and ...
24 Best Index Funds, ETFs to Invest in Now: Morningstar
WEBNov 23, 2022 · In her blog post, Dziubinski listed mutual funds and ETFs that land in one of the broad U.S. stock Morningstar categories and earn its analysts’ top rating of Gold as of November. Although the ...
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 · 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 ...