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 · Today, revenue from the net investment income tax goes to the U.S. Treasury. The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers ...
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 ...
Harry Dent's Stock Market Crash Predictions, 1999-2021: How Did …
WEBDec 22, 2021 · In a recent interview with ThinkAdvisor, Dent said that “The biggest stock market crash of our lifetime will hit in 2022.”. Additionally, Dent predicts “crypto is going to drop even more ...
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 31, 2022 · 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% penalty for those under age ...
Wealth Management & Financial Planning - ThinkAdvisor
WEBSep 11, 2024 · Financial Planning. The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures. Sign In To Follow.
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 · Gifts of stock can be made in lieu of giving cash. The annual gifting limits of $15,000 per person ($30,000 for a joint gift with your spouse) apply, and the value of the stock on the day of the ...
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 ...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
WEBOct 11, 2022 · By Jane Wollman Rusoff. A major financial crisis will likely hit in 2024, when “the United States could see the size of its economy relegated to third place in the world behind China and India ...
Merger of Schwab, TD Ameritrade Advisor Referral Networks Begins
WEBApr 21, 2021 · TD Ameritrade’s AdvisorDirect (AD) referral program is being integrated into the new Schwab Advisor Network (SAN), a “single, industry-leading referral network for independent advisors ...
Skip to content