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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • July 01, 2025

    What's in the Trump tax bill that just passed the Senate

    President Donald Trump's multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate.

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  • July 01, 2025

    Senate passes Trump tax bill

    The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.

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  • June 30, 2025

    Ex-Wells Fargo advisor escapes paying back $1.2M on promissory note

    A FINRA arbitration panel's decision marked a rare rebuke for a large wealth manager seeking to reclaim money it provided an advisor recruited from a rival.

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  • June 30, 2025

    How to make sense of the bumpy political road for municipal bonds

    Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

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  • June 30, 2025

    Confronted with college costs, parents reach for their 401(k)s

    As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.

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  • June 30, 2025

    Munis for social change don't have to leave returns on the table

    Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.

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  • June 27, 2025

    Financial advisors can better serve LGBTQ clients. Here's how

    To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

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  • June 27, 2025

    How tech for better meetings could turn advisors 'superhuman'

    Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.

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  • June 27, 2025

    Bleeding continues at Osaic, UBS with big team departures: Advisor Moves

    Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.

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  • June 27, 2025

    How financial advisors can rein in overzealous retiree spending

    Some retirees have saved all their lives and want to live a little. Or a lot.

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  • June 26, 2025

    Volatility breeds interest in fixed-income stability

    The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.

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  • June 26, 2025

    Morningstar keynotes cast financial advisors in a crucial role

    CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

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  • June 26, 2025

    Rethinking the trade deficit

    From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.

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  • June 26, 2025

    What LPL, Atria layoffs say about the firm's M&A strategies

    LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a sharp distinction with what it's doing with Commonwealth Financial Network.

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  • June 26, 2025

    Succession planning and the 'risk no firm can afford'

    As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.

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  • June 26, 2025

    Money isn't math, it's emotion — especially in scary economic times

    Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

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  • June 25, 2025

    As access to alts expands, here's why some advisors remain cautious

    They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.

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  • June 25, 2025

    Crafting the right message to win new clients starts by looking inside

    Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.

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  • June 25, 2025

    National program trains advisors to be allies in fight against substance use

    Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.

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  • June 25, 2025

    How to fix Social Security's pending shortfall, according to advisors

    With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what path the program will take.

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Have any Questions?

We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

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