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 ...
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 ...
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% ...
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 ...
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 ...
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 ...
RMD Rule Changes in 2023 - Avoid Mistakes & Confusion
WEBAug 3, 2023 · RMDs for clients turning 72 in 2023 are not required until 2024, regardless of whether they received a notification to the contrary. The IRS has extended the 60-day rollover period for these ...
What the Latest IRS Ruling Means for Trusts | ThinkAdvisor
WEBMar 31, 2023 · Richard Austin, executive director at Integrated Partners, tells ThinkAdvisor that the conclusion in the complex ruling “makes sense and is the correct result.”. “Revenue Ruling 2023-02 ...
New Social Security Bill Boosts Survivors Benefit - ThinkAdvisor
WEBJun 21, 2023 · The credit in the bill, introduced by Rep. Brad Schneider, D-Ill., “is very modest extra boost of credit for up to 5 years of earnings,” Mary Johnson, Social Security and Medicare policy ...
14 Best Charities for the Most Popular Causes - ThinkAdvisor
WEBNov 12, 2021 · To find out, WalletHub evaluated more than 200 of the highest-ranked U.S.-based charities based on their financial performance, transparency and popularity, according to CharityWatch and Charity ...