Investment News & Analysis for Financial Advisors | ThinkAdvisor
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Author - ThinkAdvisor
5 days ago · Dinah Wisenberg Brin joined ThinkAdvisor in May 2022 as a reporter covering portfolio strategies, asset management and financial industry news. Earlier, she held staff positions with The ...
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 ...
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 ...
Accredited Investor vs. Qualified Purchaser: What's the Difference?
Jan 10, 2023 · For an individual to qualify as an accredited investor, they must meet these requirements: Have an annual income of $200,000 as an individual or $300,000 as a married couple for each of the past ...
Gifting Stock to Family Members: What to Know - ThinkAdvisor
Jan 25, 2021 · Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it's a gift that can add value to their lives long after most other gifts have ...
1035 Exchange Rules: An Overview - ThinkAdvisor
Mar 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% ...
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 ...
The 20 Biggest Asset Managers in the World: Q1 2023
Jun 6, 2023 · 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 Ratings' latest ...
5 Steps to Successfully Talk About Fees With Clients - ThinkAdvisor
Jun 8, 2016 · 2) Emphasize services. Be sure to describe the specific services that you will provide—from portfolio management to comprehensive financial planning—in as much detail as possible.