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Adviser First Partners Blog

Financial Planning

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Wealth Management Magazine

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • September 28, 2023

    Broker who sold GWG bonds faces deluge of investor complaints

    'I intend to vigorously defend myself against these claims,' broker Tony Barouti states.

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  • September 28, 2023

    Recent IPO wave has advisors talking tech, venture capital with clients

    IPOs like Instacart, Klaviyo and Arm Holdings may be struggling to sustain their post-debut gains, but they're still sparking conversations between advisors and clients.

    Read More
  • September 28, 2023

    $116 billion saved in HSAs, Devenir finds

    Asset and investment growth in health savings accounts was strong during the first half.

    Read More
  • September 28, 2023

    Carson Group adds Maryland RIA with $300M in assets

    Columbia-based FAI Wealth Management was founded in 1987.

    Read More
  • September 28, 2023

    Farther closes Series B funding round to gain $131M valuation

    Wealthtech firm is also closing in on $1B AUM thanks to fast growth in 2023.

    Read More
  • September 28, 2023

    Workers fear they may not save the $1M they need for comfortable retirement

    Bankrate survey finds that most feel they are behind on their retirement savings.

    Read More
  • September 28, 2023

    SEC agrees on Wall Street WhatsApp settlement, says Reuters

    Report says that the deals are now being considered by the firms involved.

    Read More
  • September 28, 2023

    Corporate bonds swing into loss amid hawkish Fed

    Optimism has been shattered by the tougher stance taken by the central bank.

    Read More
  • September 28, 2023

    Franklin Templeton expects more debt defaults from junk firms

    Asset manager sees greater risk in high-yield, but says it’s generally good risk.

    Read More
  • September 28, 2023

    US stock sell-off may intensify, Goldman Sachs warns

    MD Scott Robner says it's a "no rules market" but expects year-end rally.

    Read More
  • September 28, 2023

    Citigroup could sell $4B China wealth unit to HSBC

    The firms are reportedly in talks as HSBC aims for domination in the region.

    Read More
  • September 28, 2023

    Foreign investors dump most Japan stocks since SVB collapse

    US interest rates continue to impact foreign equity markets.

    Read More
  • September 27, 2023

    House grills Gensler over shutdown, CAT and climate rule

    Members of the House Financial Services Committee spent hours criticizing or praising the SEC's work under Chair Gensler.

    Read More
  • September 27, 2023

    As Rates Rise, Consider Fixed Income that Floats.

    How Floating Rate Direct Loans Have Thrived in Past Periods of Rising Interest Rates and Market Volatility.

    Read More
  • September 27, 2023

    Wells Fargo buying Neiman Marcus space in NYC for $550M

    The firm plans to convert the roughly 400,000 square feet of space into offices.

    Read More
  • September 27, 2023

    Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab

    A $60-per-account fee and retention bonuses are issues that are likely to come up in Cetera senior execs' meeting with Avantax advisors.

    Read More
  • September 27, 2023

    We need to talk about Method Man and Redman’s performance at Future Proof

    "For a conference billing itself as the future and inclusive to all, this was the opposite and seemed tone-deaf,' says one person who attended the concert.

    Read More
  • September 27, 2023

    RIAs seeing increase in client anxiety over retirement plans, survey shows

    RIA clients are increasingly worried about retirement prospects and the level of financial security they can achieve during their golden years.

    Read More
  • September 27, 2023

    Finra asks SEC to extend remote inspections program

    The rule allowing such inspections is due to expire at the end of this year, but Finra has asked to delay the expiration until June 30.

    Read More
  • September 27, 2023

    Nebraska team managing more than $600M switches to LPL Financial

    Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities

    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.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

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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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