Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB2 days ago · ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.
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 ...
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 ...
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 ...
Harry Dent: ‘Crash of a Lifetime’ Coming in 2024 | ThinkAdvisor
WEBOct 16, 2023 · For several years now, Dent has been forecasting “ the crash of a lifetime.”. Now, he says, 2024 will be the year it hits — “two years later than it should have,” according to his ...
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 ...
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 ...
6 Space ETFs to Explore: ARKX, UFO, ITA and More - ThinkAdvisor
WEBAug 27, 2021 · Procure Space ETF (UFO) Assets under management: $124.5 million. Expenses: 0.75%. Inception date: April 11, 2019. Index: tracks the S-Network Space Index. Performance: +17.16% year-to-date. Top ...
5 Steps to Successfully Talk About Fees With Clients
WEBJun 8, 2016 · Here are five tips that can help you have more successful conversations: 1) Take the lead. Yes, it’s a touchy subject—and that’s exactly why it is important to take the initiative to start ...
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 ...