Genworth Hopes to Stabilize Long-Term Care Business by 2026
Feb 22, 2024 · By. Share & Print. / Business & Finance / ThinkAdvisor. ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products ...
World's 25 Biggest Wealth Management Firms by AUM: 2021
Nov 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 to ...
Investment News & Analysis for Financial Advisors | ThinkAdvisor
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11 Net Investment Income Tax Questions, Answered - ThinkAdvisor
Jun 29, 2021 · Today, revenue from the net investment income tax goes to the U.S. Treasury. The investment income tax is a surtax of 3.8% in addition to the regular income tax that certain high-income taxpayers ...
Gifting Stock to Family Members: What to Know - ThinkAdvisor
Jan 25, 2021 · Keeping an eye out for the unpredictable will make living easier and more rewarding. 5. Change the picture of yourself. Add continuing uncertainty to the pervasive impact of COVID-19 and it's more ...
1035 Exchange Rules: An Overview - ThinkAdvisor
Mar 31, 2022 · ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients ...
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 ...
Goods, Services and You: Get Ready for New IRS Reporting Rules …
Feb 14, 2024 · 1099-K Reporting Changes. Beginning in 2023, the Form 1099-K reporting threshold for businesses that use third-party payment services, such as Venmo, Etsy, StubHub and Airbnb, was set to decrease ...
The 20 Biggest Asset Managers in the World: Q1 2023
Jun 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 placed ...
Genworth Moves Ahead With Long-Term Care Reboot
Nov 13, 2023 · Genworth Financial has launched CareScout, a business that helps consumers find discounted long-term care services, and it's still hoping to return to the long-term care insurance market. Tom ...