Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB3 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 ...
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 ...
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 ...
6 Ways to Help Clients Avoid Medicare’s IRMAA ... - ThinkAdvisor
WEBJun 10, 2021 · 6 Strategies for Avoiding IRMAA Issues. 1. Don’t assume nonqualified accounts should be used first in a liquidation order strategy. A popular pre-retirement accumulation strategy is to defer ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 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 ...
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 ...
Schwab: What Advisors Can Expect From TD Ameritrade Integration
WEBOct 21, 2021 · Schwab will be moving client accounts and assets from TD Ameritrade to Schwab's platform in the second half of 2023. The company will start communicating and getting the integration going from an ...
Best Full-Service Investment Firms Ranked by Investors: J.D. Power ...
WEBApr 15, 2021 · ESG has become a key priority but many firms still fall short, J.D. Power found. Among investors under 40 who strongly agree that their advisory firm is committed to ESG efforts, 52% said they ...
Accredited Investor vs. Qualified Purchaser: What's the Difference ...
WEBJan 10, 2023 · The threshold to be considered a qualified purchaser is higher than that for an accredited investor. The $5 million investment threshold may exclude many accredited investors from reaching ...
Skip to content