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 ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
Nov 16, 2021 · 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 identify, rank ...
10 of the Biggest Financial Frauds of the Past 25 Years
Dec 22, 2022 · The high-profile implosion of cryptocurrency exchange FTX is the most recent financial scam to dominate the headlines. In announcing charges against FTX founder and former billionaire Sam Bankman ...
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
Jun 21, 2024 · Many RIAs are small businesses. The report states that in 2023: 92.7% of RIAs had 100 or fewer employees; Over two-thirds of advisors managed less than $1 billion in assets, and nearly 90% managed ...
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 ...
Investment News & Analysis for Financial Advisors | ThinkAdvisor
ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.
Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · What You Need To Know. Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year. A key capital health indicator at the long-term care insurance business improved.
U.S. Bank Aims for 1 Million Wealth Management Clients
Jul 5, 2023 · Though he has been in his current role at U.S. Bank for less than two months, Scott Ford, the firm's recently appointed president of wealth management, is not shy about where he hopes to take the ...
The Social Security Trust Funds, Explained - ThinkAdvisor
Nov 22, 2020 · Many Americans don't believe they will receive their full promised Social Security retirement income benefits, according to a 2015 Gallup poll.A recent payroll tax suspension led to a warning by ...
Genworth Moves Ahead With Long-Term Care Reboot
Nov 13, 2023 · A Long-Term Care Planner's Confession Manulife's John Hancock Reinsurance Deal Includes $1.9B LTCI Block Company Raises $22M for All-Inclusive Long-Term Care Package 8 Facts to Know About Retiree ...