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Adviser First Partners Blog

Financial Planning

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Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • November 28, 2023

    Giving Tuesday: What is the 'right way' to give?

    The two strategies can complement each other, but success depends on starting out with a clear vision.

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  • November 27, 2023

    Navigating tough holiday conversations with your clients

    Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

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  • November 27, 2023

    Morgan Stanley likes prospects in Silicon Valley

    Brian McDonald, head of Morgan Stanley at Work, spoke with Financial Planning about how the firm aims to extend its roots in Silicon Valley and build on equity compensation offerings.

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  • November 27, 2023

    Little time left for tax changes this year

    A short window won't necessarily stop lawmakers from proposing or introducing new legislation, though — if only to position themselves ahead of next November's election.

    Read More
  • November 27, 2023

    'AI blowback' angst grips ESG investors who bet big on tech

    ESG fund managers who turned to big tech as a low-carbon, high-return bet are growing increasingly anxious over the sector's experimentation with artificial intelligence.

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  • November 27, 2023

    The 20 best states to be a property owner

    The six states with the lowest real-estate taxes have an average rate of 0.48%.

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  • November 27, 2023

    Financial Planning's biggest lists and analyses of 2023

    Peruse the lists that put wealth management in perspective, from our top 40 young brokers to the largest IBDs and RIAs in the country.

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  • November 24, 2023

    25 tax tips for RIA M&A deals and other small business sales

    The key questions revolve around allocation, entity structure, planning strategies and a range of other issues requiring professional help, according to five experts.

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  • November 22, 2023

    31 changes to prohibited transaction exemptions under DOL proposal

    While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.

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  • November 22, 2023

    Morgan Stanley co-president Saperstein diagnosed with cancer

    Saperstein, who oversees both wealth and investment management for Morgan Stanley, plans to continue working throughout his treatment schedule.

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  • November 22, 2023

    RIA Leaders 2023: Download FP's list of the 150 largest fee-only RIAs

    See which firms in the channel have the most assets under management and meet a six-part criteria eliminating firms that take commissions in any form.

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  • November 22, 2023

    5 ways advisors can cement client relationships with gifts and gratitude

    From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.

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  • November 22, 2023

    Inflation Reduction Act is causing 'dramatic' rise in Medicare premiums, experts say

    For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.

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  • November 22, 2023

    6 strategies to help clients fund long-term health care costs in retirement

    Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.

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  • November 21, 2023

    FINRA draws backlash over allowing investment projections

    The broker-dealer regulator's proposal would fall in line with similar leeway granted to advisors under the SEC's marketing rule.

    Read More
  • November 21, 2023

    Bitcoin ETF hype has Wall Street eyeing $100 billion crypto potential

    Touted as crypto's big breakthrough on Wall Street, the imminent arrival of Bitcoin ETFs may open digital-currency investing to the institutional and retail masses.

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  • November 21, 2023

    Planning for next year's tax brackets after the tweaks for inflation

    The annual IRS announcement could affect certain clients seeking to avoid bumping up against higher rates when they file their federal income taxes.

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  • November 21, 2023

    IRS's crypto regs threaten an undue burden

    Among other things, they may unintentionally snare mutual funds, an expert testifies.

    Read More
  • November 21, 2023

    IRS delays $600 1099-K threshold for another year

    The service will postpone the lower threshold, but will phase in a threshold of $5,000 for tax year 2024.

    Read More
  • November 21, 2023

    Citigroup wealth services head Campos exits after three decades

    The departure follows on the arrival of Andy Sieg and comes amid a global overhaul at the wirehouse.

    Read More
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Have any Questions?

We're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

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53 Assembly Dr., Unit 60
Mendon, NY 14506

Phone: +1 (855) 502-8919
Email: info@adviserfirstpartners.com
Fax: +1 (585) 321-5624

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