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Adviser First Partners Blog

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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • November 22, 2023

    Oklahoma sued over anti-ESG law

    A former state employee is challenging a state law that targets financial firms, including BlackRock and JPMorgan Chase, for their climate change policies.

    Read More
  • November 22, 2023

    Known co-founder Molina Niño focuses on wealth gap

    The investment advisory firm is highly diverse and will never need a DEI initiative, co-founder says

    Read More
  • November 22, 2023

    Another worrisome conflict of interest emerges

    With interest rates rising, it's more challenging to make the case for clients having a mortgage or other collateralized loan.

    Read More
  • November 22, 2023

    When it comes to responsible investing, language matters

    A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'

    Read More
  • November 22, 2023

    National RIAs to merge to create $11.2B firm with plans to hire in 2024

    For one of the partners, it’s the second merger in as many months.

    Read More
  • November 22, 2023

    Steward Partners attracts ‘peachy’ $275M partner for its first Georgia offices

    Expansion comes via two advisors who join from Wells Fargo.

    Read More
  • November 22, 2023

    Binance to pay $4.3B in settlement as firm, CEO plead guilty

    Crypto exchange chief will also pay $50M as part of the agreement.

    Read More
  • November 22, 2023

    Sam Altman to return as CEO at OpenAI

    The move comes just days after investors were blindsided by his removal.

    Read More
  • November 22, 2023

    Stocks mixed ahead of key economic data

    Last day of trading before US markets pause for the holidays.

    Read More
  • November 22, 2023

    Japan’s value stocks to extend overperformance in 2024, says UBS

    The relatively cheap stocks set to gain from rebounding economy.

    Read More
  • November 21, 2023

    Brokerage industry applauds, PIABA criticizes approval of remote inspection proposals

    'It's supervision by Zoom,' PIABA says, while Finra says the new rules reflect hybrid work arrangements while protecting investors.

    Read More
  • November 21, 2023

    Consumers like these wealth apps best, J.D. Power says

    On the surface, there isn't much difference, but results people get from planning services can vary wildly.

    Read More
  • November 21, 2023

    How will you rate your fund providers and investment research platforms?

    Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of fund providers and research platforms.

    Read More
  • November 21, 2023

    Nontraded REIT sales tank in 2023

    'Ironically, I think the redemption issue is the best thing ever happen to nontraded REIT space,' says Kevin Gannon of Stanger.

    Read More
  • November 21, 2023

    Wealth inequality is result of ‘pure randomness’: Study

    But advisors say there’s more to the wealth gap than 'just luck.'

    Read More
  • November 21, 2023

    Morgan Stanley co-president Andy Saperstein diagnosed with cancer

    The executive plans to continue working as he begins to receive treatment.

    Read More
  • November 21, 2023

    6 unintended consequences of staying the course 

    While it may seem ‘safer’ to stay put, there are risks that many advisors are unaware of.

    Read More
  • November 21, 2023

    More Americans are tapping their retirement accounts in current hard times

    But Fidelity research also reveals encouraging long-term savings behaviors.

    Read More
  • November 21, 2023

    Husband and wife managing $260M join Raymond James from Edward Jones

    Virginia-based advisors says it was a hard decision to switch after two decades.

    Read More
  • November 21, 2023

    Bond managers urge investors to put their cash reserves to work

    With the Fed expected to start cutting rates in 2024, cash may not be a winner for long.

    Read More
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