World's 25 Biggest Wealth Management Firms by AUM: 2021
Nov 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 to ...
Genworth Moves Ahead With Long-Term Care Reboot
Nov 13, 2023 · Genworth Begins to File New Long-Term Care Insurance Policy 5 Ways Trump's Election Could Affect Life and Annuity Players On Today's Ballots: 5 Commissioner Races and a Public LTC Program Across ...
10 of the Biggest Financial Frauds of the Past 25 Years
Dec 22, 2022 · The original Ponzi scheme took investors for as much as $20 million. While that's nearly $300 million in 2022 dollars, modern scams have dwarfed that figure. In the gallery, we take a look at 10 ...
Goods, Services and You: Get Ready for New IRS Reporting Rules …
Feb 14, 2024 · Starting this year, earnings of $600 or more via online platforms like PayPal, Venmo and Etsy must be reported to the IRS on Form 1099-K. Legislation in 2021 dropped this threshold from $20,000 ...
Gifting Stock to Family Members: What to Know - ThinkAdvisor
Jan 25, 2021 · Orion Introduces Capital Group ETF Portfolios. Orion, the wealth management technology platform provider, has launched a new suite of exchange-traded fund portfolios utilizing Capital Group ETFs ...
The Estate and Gift Tax Exclusion Shrinks in 2026. What
Dec 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's ...
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
Jun 21, 2024 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
1035 Exchange Rules: An Overview - ThinkAdvisor
Mar 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% ...
Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · The old Genworth LTCI business could be breaking even by 2026, the company's new CareScout Services long-term care provider network is doing business in 20 states, and plans are underway for the ...
The 20 Biggest Asset Managers in the World: Q1 2023
Jun 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 placed ...