Author - ThinkAdvisor
Nov 20, 2024 · Dinah Wisenberg Brin joined ThinkAdvisor in May 2022 as a reporter covering portfolio strategies, asset management and financial industry news. Earlier, she held staff …
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 …
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 …
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 …
U.S. Bank Aims for 1 Million Wealth Management Clients
Jul 5, 2023 · Though he has been in his current role at U.S. Bank for less than two months, Scott Ford, the firm's recently appointed president of wealth management, is not shy about where he …
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), …
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 …
Genworth's CEO Aims for 2025 Long-Term Care Insurance Launch
May 3, 2024 · What You Need To Know. Earnings were up in the first quarter. The long-term care insurance business reported a small profit. An increase in mortality had mixed effects.
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 …