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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 09, 2020

    What happens to struggling homeowners when CARES Act relief ends?

    Some lawmakers fear that when forbearance plans and enhanced unemployment coverage expire, the consequences for mortgage borrowers still affected by the pandemic will be severe.

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  • June 09, 2020

    Fidelity says a third of big financial institutions own crypto assets

    More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.

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  • June 09, 2020

    Voices: Fed needs better answers on runaway markets and inequality

    The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.

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  • June 08, 2020

    IRS will waive fee for replacing discarded stimulus payment cards

    The Internal Revenue Service won’t charge people who threw their stimulus money away because they thought the envelope was junk mail.

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  • June 08, 2020

    S&P 500 wipes out 2020 drop on reopening optimism

    One strategist — who last month warned about owning stocks — said that he now believes he was “far too cautious” during the current market rally.

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  • June 08, 2020

    Gay widower’s court win ensures survivor benefits for LGBT couples

    A federal court decision that could be subject to appeal secured Social Security benefits for certain same-sex marriages that hadn't previously been eligible.

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  • June 08, 2020

    Can SmartAsset succeed where other advisor-client matchmakers failed?

    The company, which has a new service, provides leads — and now phone calls — from its 65-million person audience to advisors.

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  • June 08, 2020

    Stifel poaches quartet of ex-wirehouse recruits with $800M

    One team is among the top producers in their region, and the other spent more than two years assessing potential employers.

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  • June 08, 2020

    ‘Black people are locked out’: $10B fund manager on race inequality

    “The idea is economic fairness, economic justice, economic inclusion. Not just making donations,” says Ariel Investments co-CEO John Rogers.

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  • June 08, 2020

    BlackRock’s green dreams got complicated fast

    In the months since CEO Larry Fink’s push to focus the firm’s efforts on ESG, the investing landscape has changed more than anyone could have anticipated.

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  • June 05, 2020

    Why I lost the same client twice ... and it gave me joy

    It would have been easy to poach this client in her moment of anxiety and weakness.

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  • June 05, 2020

    Getting creative with client events in challenging times

    Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

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  • June 05, 2020

    How BNY Mellon will entice Pershing RIAs to use its ETFs

    The firm's new suite of eight low-cost ETFs include two funds that are no-fee.

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  • June 05, 2020

    Fidelity Magellan echoes glory days by trouncing benchmark

    Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.

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  • June 04, 2020

    I am a black woman advisor. Am I valued by this industry?

    It's been hard for me to find mentors, and I've stopped attending most industry conferences.

    Read More
  • June 04, 2020

    Private equity gets a big win with U.S. nod to tap 401(k) plans

    The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.

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  • June 04, 2020

    Schwab-TD deal passes milestone as DoJ closes antitrust investigation

    The acquisition requires shareholder approval; voting is scheduled for later on Thursday.

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  • June 04, 2020

    Schwab-TD Ameritrade deal surpasses milestones

    The acquisition, set to close later this year, will create a behemoth among custodians.

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  • June 04, 2020

    BlackRock files to license active non-transparent ETF structure

    The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.

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  • June 04, 2020

    Fidelity throws heft into hidden-asset ETF arena with 3 new funds

    The products will have the same management and research teams as the firm's similarly named mutual funds.

    Read More
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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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