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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • January 27, 2023

    Advisors skeptical about replacing income tax with national sales tax

    The House Republican bill is likely to hit a wall in the Democratic-majority Senate. There might be a better chance to extend some 2017 tax cuts set to expire in 2025,

    Read More
  • January 27, 2023

    Advisors skeptical about replacing income tax with national sales tax

    The House Republican bill is likely to hit a wall in the Democratic-majority Senate. There might be a better chance to extend some 2017 tax cuts set to expire in 2025,

    Read More
  • January 27, 2023

    Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google

    Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.

    Read More
  • January 27, 2023

    Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google

    Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.

    Read More
  • January 27, 2023

    UBS adds two teams from Merrill Lynch

    The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.

    Read More
  • January 27, 2023

    UBS adds two teams from Merrill Lynch

    The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.

    Read More
  • January 27, 2023

    More advisors are jumping on the bitcoin bandwagon

    With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

    Read More
  • January 27, 2023

    More advisors are jumping on the bitcoin bandwagon

    With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

    Read More
  • January 27, 2023

    Advisor Group firms settle with Finra over 529 plan rollovers

    According to Finra, the broker-dealers fell short in giving some clients breaks when rolling over 529 plans from one state to another.

    Read More
  • January 27, 2023

    Advisor Group firms settle with Finra over 529 plan rollovers

    According to Finra, the broker-dealers fell short in giving some clients breaks when rolling over 529 plans from one state to another.

    Read More
  • January 27, 2023

    How advisors can help the ‘unretired’ with their return to the workforce

    The convergence of low bond prices, high inflation and market volatility has boosted the number of retirees being forced to go back to work.

    Read More
  • January 27, 2023

    How advisors can help the ‘unretired’ with their return to the workforce

    The convergence of low bond prices, high inflation and market volatility has boosted the number of retirees being forced to go back to work.

    Read More
  • January 27, 2023

    ChatGPT’s ability to make a market-beating ETF is put to the test

    The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.

    Read More
  • January 27, 2023

    ChatGPT’s ability to make a market-beating ETF is put to the test

    The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.

    Read More
  • January 27, 2023

    ESG debt pile barreling toward $5 trillion 

    The Institute of International Finance forecasts a rebound in environmental, social bond issuance.

    Read More
  • January 27, 2023

    ESG debt pile barreling toward $5 trillion 

    The Institute of International Finance forecasts a rebound in environmental, social bond issuance.

    Read More
  • January 27, 2023

    2022 saw an annuity explosion: Limra

    Total annuity sales surged to $310.6 billion last year, a 22% spike from 2021 results and 17% above the record set in 2008.

    Read More
  • January 27, 2023

    2022 saw an annuity explosion: Limra

    Total annuity sales surged to $310.6 billion last year, a 22% spike from 2021 results and 17% above the record set in 2008.

    Read More
  • January 26, 2023

    FPA takes CFP Board at its word that it won’t crowd onto association’s turf

    The CFP Board's decision to split itself into two nonprofits would allow it to establish a membership organization, but groups like FPA don't expect it to do so.

    Read More
  • January 26, 2023

    FPA takes CFP Board at its word that it won’t crowd onto association’s turf

    The CFP Board's decision to split itself into two nonprofits would allow it to establish a membership organization, but groups like FPA don't expect it to do so.

    Read More
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Have any Questions?

We're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.

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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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