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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 03, 2020

    Senate passes changes to Paycheck Protection Program

    The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.

    Read More
  • June 03, 2020

    ‘Decarcerate’ portfolios: Planner exhorts advisors to help defund mass imprisonment

    An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

    Read More
  • June 03, 2020

    How many black planners? CFP Board will answer upon request

    The data on black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.

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  • June 03, 2020

    How did funds with low ESG risk perform over the long term?

    The answer is unequivocal, according to one expert.

    Read More
  • June 03, 2020

    Does the financial services industry want minority clients?

    Advisor Zaneilia Harris has come to a bleak conclusion.

    Read More
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