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What the RIA Industry Looks Like Now, in 4 Charts - ThinkAdvisor
Jun 21, 2024 · The number of RIAs grew by 1.9%. Charts: IAA. 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 ...
New Bill Ends Tax on Social Security Benefits, but There's a Catch
Sep 10, 2024 · Rep. Jefferson Van Drew, R-N.J., has introduced legislation, The Social Security Tax Freedom Act, that would remove the requirement for Social Security benefits to be included in taxable income ...
New Bill Increases Social Security Death Benefit - ThinkAdvisor
Sep 26, 2024 · New legislation, the Social Security Survivor Benefits Equity Act, would increase the Social Security lump-sum death benefit from $255 to $2,900, indexing it for inflation annually thereafter.
Author - ThinkAdvisor
Nov 6, 2024 · October 31, 2024. October 31, 2024. ‹ PREV 1 2 3 ... 86 NEXT ›. / Business & Finance / ThinkAdvisor. Dinah Wisenberg Brin joined ThinkAdvisor in May 2022 as a reporter covering portfolio ...
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 ...
Connecticut Puts Phoenix Life and Annuity Issuer in Rehab
May 22, 2024 · 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 ...
4 Keys to Succession Planning - ThinkAdvisor
Oct 11, 2024 · The first is the more commonly discussed, traditional definition that likely comes to mind most often when "succession planning" is mentioned: as an expected exit. The second, lesser-talked-about ...
Jeremy Siegel Says S&P Could Hit 6,000 in 2024 - ThinkAdvisor
Oct 8, 2024 · I can see 6,000 being a target that the S&P 500 hits, while also recognizing that 2025 will have more subdued returns than we've experienced in 2023 and 2024," the economist wrote. "Overall, the ...
Who Might Succeed Gensler as SEC Chair - ThinkAdvisor
4 days ago · Share & Print. Richard Farley, a partner at Kramer Levin Naftalis & Frankel, and Kirkland & Ellis partner Norm Champ are among contenders to replace Gary Gensler as chair of the US Securities and ...