World's 25 Biggest Wealth Management Firms by AUM: 2021
WEBNov 16, 2021 · Aite-Novarica Group ranks the global wealth management firms based on their client assets under management, excluding self-directed brokerage assets. See the gallery for the top 25 firms and their ...
11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
WEBJun 29, 2021 · Learn about the net investment income tax, a surtax of 3.8% on certain high-income taxpayers, and how it affects your clients. Find out the thresholds, exemptions, and planning tips for this tax.
Planning for the Estate and Gift Tax Exclusion: What to Know
WEBDec 7, 2022 · Learn how the federal lifetime gift and estate tax exclusion will decrease from $12.92 million in 2023 to $6.8 million in 2026, unless there is a change in tax law. Find out what advisors can do ...
Edward Jones Poured $500M Into Tech. Here's What It's
WEBSep 17, 2020 · Edward Jones recently made a $500 million investment in its overall digital strategy and that bet has been paying off, especially during the COVID-19 pandemic. Digital tools including the new My ...
Investment Advisor July/August 2022
WEBRead the latest issue of Investment Advisor, featuring insights on ESG investing, retirement planning, client communication, and more.
The 20 Biggest Asset Managers in the World by AUM - ThinkAdvisor
WEBJun 6, 2023 · See the gallery of the top 20 wealth managers by AUM, according to ADV Ratings, as of March 31, 2023. The U.S. dominated the list with 14 firms, followed by France, Germany, Switzerland and the U.K.
Gifting Stock to Family Members: What to Know | ThinkAdvisor
WEBJan 25, 2021 · Learn how to gift stock to family members during your lifetime or upon your death, and how it can affect your tax and estate planning. Find out the pros and cons of gifting appreciated stock to ...
The ABCs of Structured Annuities - ThinkAdvisor
WEBOct 25, 2018 · Structured annuities are a type of annuity that links returns to an index, such as the S&P 500, and offers some downside protection. Learn how they compare to other annuities, how they work and ...
6 Space ETFs to Explore: ARKX, UFO, ITA and More - ThinkAdvisor
WEBAug 27, 2021 · Procure Space ETF (UFO) Assets under management: $124.5 million. Expenses: 0.75%. Inception date: April 11, 2019. Index: tracks the S-Network Space Index. Performance: +17.16% year-to-date. Top ...
Best Index ETFs for 2022 - ThinkAdvisor
WEBFeb 18, 2022 · Compare the best index ETFs from Vanguard, SPDR, BlackRock and Schwab based on Morningstar ratings, expenses, assets and returns. Find out which ETFs track the total stock market, large-cap, mid ...
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