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 · Start Slideshow Related: 25 Largest Independent RIAs by Client Assets Aite-Novarica Group this month released the second iteration of the market monitor report the firm first published in 2019 to ...
6 Things to Know About the Bill to Repeal Tax on Social Security
WEBJan 30, 2024 · Under current law, 80% of scheduled benefits are projected to be payable on a timely basis in 2034 after depletion of the combined trust fund reserves, with the percentage payable declining to 74% ...
14 Best Charities for the Most Popular Causes - ThinkAdvisor
WEBNov 12, 2021 · Start Slideshow . 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.. Forecasters expect charitable ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 · 3. Who is liable for paying the net investment income tax? Any taxpayer who has net investment income (in any amount) and modified adjusted gross income (MAGI) in excess of $200,000 for single ...
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
WEBJun 6, 2023 · Start Slideshow Related: 10 Biggest U.S. Banks in 2022 The U.S. placed 14 institutions among the world’s top 20 largest asset management firms by assets under management (AUM), according to ADV ...
Genworth Hopes to Stabilize Long-Term Care Business by 2026
WEBFeb 22, 2024 · Genworth reported a $183 million net loss for the quarter on $1.9 billion in revenue, compared with $408 million in net income on $1.9 billion in revenue for the fourth quarter of 2022.
The Social Security Trust Funds, Explained - ThinkAdvisor
WEBNov 22, 2020 · Unfortunately, there is rampant confusion about how the Social Security trust funds operate. Some question whether the bonds held as assets in the trust funds are “real,” while others ...
1035 Exchange: Know the Rules - ThinkAdvisor
WEBMar 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% ...
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025
WEBAug 8, 2024 · The backdrop: The original Medicare program exposes enrollees to a big, complicated system of deductibles, co-payments and coinsurance bills. Most enrollees use Medicare supplement insurance or ...