World's 25 Biggest Wealth Management Firms by AUM: 2021
WEBNov 16, 2021 · Aite-Novarica Group ranks the global wealth management firms based on their client assets under management, excluding self-directed brokerage assets. See the gallery for the top 25 firms and their ...
Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB2 days ago · ThinkAdvisor covers topics such as portfolio, annuities, tax, retirement, regulation, cybersecurity and more for financial advisors. Find the latest news, insights, podcasts and lists on ThinkAdvisor.
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 31, 2022 · Learn how to use a 1035 exchange to avoid income taxes on nonqualified annuities or life insurance policies. Find out the eligibility, limitations and tax reporting requirements for this strategy.
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 · Learn how to gift stock to family members during your lifetime or upon your death, and how it can affect their taxes and cost basis. Find out the pros and cons of gifting appreciated stock to ...
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 · Learn how the federal lifetime gift and estate tax exclusion will decrease from $12.92 million in 2023 to $6.8 million in 2026, unless there is a change in tax law. Find out what advisors and ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 · Learn about the net investment income tax, a surtax of 3.8% on certain high-income taxpayers, and how it affects your clients. Find out the thresholds, exemptions, and planning tips for this tax.
6 Ways to Help Clients Avoid Medicare’s IRMAA ... - ThinkAdvisor
WEBJun 10, 2021 · IRMAA is a Medicare program that increases premiums for higher income retirees based on their MAGI. Learn six strategies to help clients reduce their exposure to IRMAA, such as Roth conversions ...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
WEBOct 11, 2022 · Nomi Prins, a former Goldman Sachs executive and author of "Permanent Distortion", predicts a financial crisis in 2024 due to the Fed's money creation and the gap between the real and financial ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
WEBJun 6, 2023 · See the gallery of the top 20 wealth managers by AUM, according to ADV Ratings, as of March 31, 2023. The U.S. dominated the list with 14 firms, followed by France, Germany, Switzerland and the U.K.
Harry Dent's Stock Market Crash Predictions, 1999-2021: How Did …
WEBDec 22, 2021 · A review of Dent's forecasts and their accuracy over the past two decades, from the dot-com bubble to the pandemic. See where Dent got it right and where he missed, and how he responded to critics.