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Adviser First Partners Blog

Financial Planning

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Wealth Management Magazine

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • July 07, 2020

    Why Commonwealth, Edward Jones top J.D. Power advisor satisfaction

    The survey's perennial champions scored higher than competitors like Wells Fargo, Ameriprise and LPL on every metric.

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  • July 07, 2020

    We expect clients to tell us everything. Let's do the same

    Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

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  • July 07, 2020

    Sanctuary lands $500M all-woman, ex-Morgan Stanley team

    The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.

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  • July 07, 2020

    Vanguard trounces BlackRock for ETF flows in volatile first half

    A “distribution bump” from the commission-free trading trend that took hold late last year may be behind the surge, analysts say.

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  • July 07, 2020

    UBS loses $1.6B team to Wells Fargo FiNet

    Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.

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  • July 07, 2020

    Financial services industry struggles to emerge from lockdown

    Almost half of employers are already opening up their offices again — but some challenges lie ahead.

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  • July 07, 2020

    Ex-Franklin Templeton staffer who called cops on Black bird watcher charged

    Amy Cooper, who was fired from her job as head of insurance investment, could face up to one year in jail, three years of probation or a $1,000 fine.

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  • July 07, 2020

    Fallen hedge fund’s head among asset managers getting PPP relief

    Jacob Gottlieb, whose $8 billion fund shuttered amid an insider trading scandal two years ago, received a $150,000 to $350,000 loan for his new shop.

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  • July 06, 2020

    Steward Partners, Dynasty among 1,000+ wealth firms that got PPP loans

    Some advisors have questioned the ethics of taking the loans, intended to help small businesses keep their employees on payroll.

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  • July 06, 2020

    IBD Elite 2020: Firms with the highest percentage of women advisors

    The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.

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  • July 06, 2020

    Procrastinating taxpayers have two weeks to claim $1.5B

    “Time is quickly running out for these taxpayers," IRS Commissioner Chuck Rettig said in a statement.

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  • July 02, 2020

    FINRA is raising fees — but which ones?

    The price hikes would come as early as 2022, and follow a budget deficit in 2019.

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  • July 02, 2020

    Despite pandemic, some CFPs are ‘awash’ in CE credits. Here’s why.

    “If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.

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  • July 02, 2020

    Vanguard and State Street resist hot new ETF craze

    Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.

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  • July 02, 2020

    With Brinker Capital deal, Orion gets new firepower to take on Envestnet

    Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

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  • July 01, 2020

    What CARES Act withdrawals could mean for client retirement savings

    Those who don’t pay them back could lose up to 45% of their potential savings.

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  • July 01, 2020

    Einhorn’s Greenlight hedge funds lose 5% in June, extending drop

    The manager is still recovering from losses that started in 2015, when his main fund fell 20%, and deepened with a record 34% decline three years later.

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  • July 01, 2020

    Fed becomes a top holder of the world’s biggest credit ETFs

    The central bank is now the third largest holder of the $54 billion iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD).

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  • June 30, 2020

    Senate passes extension of Paycheck Protection Program

    The extension to Aug. 8 was offered by Sen. Ben Cardin, a Maryland Democrat, and cleared the chamber by unanimous consent. The House has yet to take up the bill but could pass it as soon as Tuesday night.

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  • June 30, 2020

    Tough questions for IBDs

    This year’s survey results reveal challenges for independent broker-dealers and their future growth.

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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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