Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB2 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.
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 ...
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 ...
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WEBMonday – Friday, 8:00am – 5:30pm (ET) Sat – Sun, Closed. Phone: 800-543-0874. Email: [email protected]. View All. ThinkAdvisor's industry experts share news, analysis, market data ...
Tax Planning Strategies & Information - ThinkAdvisor
WEBSep 4, 2024 · Tax Planning. The latest news and developments that advisors need to create meaningful tax planning strategies for clients. Sign In To Follow.
Investment Advisor Magazine | ThinkAdvisor
WEBInvestment Advisor. Magazine. With more than 40 years serving independent and independent-minded advisors, Investment Advisor's well-earned reputation as the home of the best minds in the ...
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 ...
6 Things to Know About the Bill to Repeal Tax on Social Security
WEBJan 30, 2024 · Under current law, single tax filers with combined income greater than $25,000 may have to pay income tax on up to 50% of their Social Security benefits. If combined income exceeds $34,000, up to ...
Top 10 Most Influential Advisors in 2020: Investopedia
WEBDec 14, 2020 · Investopedia’s annual spotlight on those it considers the 100 top financial advisors in the country focuses on those who have demonstrated ability to reach the largest and most diverse financial ...
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