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 ...
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 ...
Harry Dent's Stock Market Crash Predictions, 1999-2021: How Did …
WEBDec 22, 2021 · Harry Dent is a prolific author of investing books and predictor of the direction of the stock market and the economy.ThinkAdvisor has featured a number of interviews with Dent, including a ...
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 ...
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 ...
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 ...
10 Things Advisors Should Know About Grantor Trusts
WEBFeb 1, 2022 · Here are some of the key facts you should know about grantor trusts. 1. Certain qualities are necessary to make a trust into a grantor trust. A grantor trust is any trust in which the grantor is ...
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 ...
U.S. Economy on Track for Major Crisis in 2024: Nomi Prins
WEBOct 11, 2022 · By Jane Wollman Rusoff. A major financial crisis will likely hit in 2024, when “the United States could see the size of its economy relegated to third place in the world behind China and India ...
Merrill Moves to Trailing 12-Month Advisor Comp Structure
WEBOct 27, 2021 · Merrill Lynch Wealth Management said Tuesday it’s making no major changes to its pay grid for 2022 but decided to move to a trailing 12-month grid structure and away from its retroactive comp ...
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