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 ...
The 4 social styles - ThinkAdvisor
May 13, 2013 · According to Merrill and Reid, there are four social styles: Analyticals, Drivers, Expressives and Amiables. Each has its own unique language, thought processes and approach to business. The best ...
Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · Genworth went into 2023 hoping to get insurance regulator approvals for LTCI rate increases with a value of $275 million. It succeeded in obtaining approvals for $354 million in rate increases ...
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025
Aug 8, 2024 · Aetna now covers 4.3 million people through Medicare Advantage plans. An analyst on the conference call asked about earlier CVS warnings that 2025 changes could cut Medicare plan enrollment by 10% ...
Gifting Stock to Family Members: What to Know | ThinkAdvisor
Jan 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 ...
World’s 20 Biggest Asset Managers: 2024 | ThinkAdvisor
Jun 25, 2024 · ADV Ratings’ latest list of the world’s biggest asset management firms by assets under management, released this month, is again dominated by U.S. institutions, including 14 in the top 20. Two ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
Jun 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 ...
1035 Exchange: Know the Rules - 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% ...
6 Things to Know About the Bill to Repeal Tax on Social Security
Jan 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 ...
14 Best Charities for the Most Popular Causes - ThinkAdvisor
Nov 12, 2021 · 14 Best Charities for the Most Popular Causes. Americans donated $471.4 billion to charity in 2020, a year-over-year increase of 5.1%, more than two-thirds of which was from individual donors ...