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 …
New Bill Ends Tax on Social Security Benefits, but There's a Catch
Sep 10, 2024 · What You Need To Know. About 40% of retirees pay income taxes on a portion of their benefits. While this tax is unpopular, the revenue goes back to the trust funds, making up …
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 …
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 …
Genworth Moves Ahead With Long-Term Care Reboot
Nov 13, 2023 · A Long-Term Care Planner's Confession Manulife's John Hancock Reinsurance Deal Includes $1.9B LTCI Block Company Raises $22M for All-Inclusive Long-Term Care …
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 …
Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · What You Need To Know. Tom McInerney, the CEO, sees long-term care insurance sales resuming by the end of this year. A key capital health indicator at the long …
What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
Jun 21, 2024 · Many RIAs are small businesses. The report states that in 2023: 92.7% of RIAs had 100 or fewer employees; Over two-thirds of advisors managed less than $1 billion in …
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), …
Fidelity Shuffles Senior Executives - ThinkAdvisor
Feb 8, 2024 · Fidelity Investments has appointed a new finance chief amid a management shift that brought several senior executive changes, the financial giant confirmed Thursday.