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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • November 25, 2020

    Two sponsors settle 401(k) cases, Victoria’s Secret owner sued

    A grocery chain is paying $17.5 million in one case, and a pharmaceutical company is shelling out more than $2.5 million in another

    The post Two sponsors settle 401(k) cases, Victoria’s Secret owner sued appeared first on InvestmentNews.

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  • November 25, 2020

    Challenging all to play their role in improving diversity and inclusion

    Consider the role we can play in creating the radical change needed to improve diversity, inclusion and belonging

    The post Challenging all to play their role in improving diversity and inclusion appeared first on InvestmentNews.

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  • November 25, 2020

    Create a strong network of supporters to help combat impostor syndrome

    You can call it self-doubt, lack of confidence or — as RuPaul would put it — your 'inner saboteur'

    The post Create a strong network of supporters to help combat impostor syndrome appeared first on InvestmentNews.

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  • November 25, 2020

    Focus energy on helping yourself and care for those around you

    I haven’t been on a plane for months, but remember the many times flight attendants tell us to 'put your mask on before helping others'

    The post Focus energy on helping yourself and care for those around you appeared first on InvestmentNews.

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  • November 25, 2020

    Mobile app usage up, client satisfaction down: J.D. Power

    Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research

    The post Mobile app usage up, client satisfaction down: J.D. Power appeared first on InvestmentNews.

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  • November 25, 2020

    Keeping clients on track in an era of uncertainty

    Majority of investors surveyed say the events of the last six months have made them less likely to take risks

    The post Keeping clients on track in an era of uncertainty appeared first on InvestmentNews.

    Read More
  • November 25, 2020

    Labor Department sends fiduciary rule update to OMB

    Approval may be moot as the new administration could easily quash it

    The post Labor Department sends fiduciary rule update to OMB appeared first on InvestmentNews.

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  • November 25, 2020

    Work-life balance is harder for women in the pandemic

    According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago

    The post Work-life balance is harder for women in the pandemic appeared first on InvestmentNews.

    Read More
  • November 25, 2020

    Social Security shortchanged some older workers, survivors

    Two new audits reveal underpayments to certain groups of beneficiaries

    The post Social Security shortchanged some older workers, survivors appeared first on InvestmentNews.

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  • November 25, 2020

    Gig workers could get stock under SEC proposal

    Plan would allow drivers, people who deliver food and other gig workers to receive up to 15% of their compensation in shares

    The post Gig workers could get stock under SEC proposal appeared first on InvestmentNews.

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  • November 24, 2020

    3 tips for customizing client communication

    Being armed with the data that allow you to target your customization efforts is essential

    The post 3 tips for customizing client communication appeared first on InvestmentNews.

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  • November 24, 2020

    How advisers can advocate for gender lens investing

    Gender lens investing is poised to give advisers an edge as ESG assets soar, according to speakers at the InvestmentNews Women Adviser Summit

    The post How advisers can advocate for gender lens investing appeared first on InvestmentNews.

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  • November 24, 2020

    DOL lifetime income rule under fire from lawmaker

    Sen. Richard Neal, D-Mass., criticized the measure for not including an assumption that 401(k) balances appreciate

    The post DOL lifetime income rule under fire from lawmaker appeared first on InvestmentNews.

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  • November 24, 2020

    JPMorgan Chase penalized $250 million for risk management failings

    Regulators found that the bank's asset and wealth management businesses lacked controls to avoid conflicts of interest

    The post JPMorgan Chase penalized $250 million for risk management failings appeared first on InvestmentNews.

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  • November 24, 2020

    BlackRock to acquire SMA provider Aperio for $1 billion

    Aperio manages about $36 billion in separately managed accounts

    The post BlackRock to acquire SMA provider Aperio for $1 billion appeared first on InvestmentNews.

    Read More
  • November 24, 2020

    CI Financial dominates RIA buyers with its 13th deal of 2020

    Firm is taking a majority stake in Dallas-based RGT Wealth Advisors, which manages $4.7 billion

    The post CI Financial dominates RIA buyers with its 13th deal of 2020 appeared first on InvestmentNews.

    Read More
  • November 24, 2020

    Back-to-normal rally drives Dow above 30,000 for first time

    Gains reflect hopes that vaccines and a peaceful presidential transition could give the economy a boost

    The post Back-to-normal rally drives Dow above 30,000 for first time appeared first on InvestmentNews.

    Read More
  • November 24, 2020

    Reported SageView sale heats up already hot RPA M&A market

    The potential megadeal will affect the retirement plan adviser business and could lead to further mergers and acquisitions

    The post Reported SageView sale heats up already hot RPA M&A market appeared first on InvestmentNews.

    Read More
  • November 24, 2020

    Janet Yellen at Treasury signals Biden’s focus on boosting economy

    As Treasury secretary, the former Federal Reserve chair is expected to support expansionary government spending

    The post Janet Yellen at Treasury signals Biden’s focus on boosting economy appeared first on InvestmentNews.

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  • November 23, 2020

    ‘Everyone deserves access to financial planning’: Angela Pecoraro

    Advicent’s CEO talks moving financial planning software downstream and the company’s internal program that retains female talent and leadership

    The post ‘Everyone deserves access to financial planning’: Angela Pecoraro appeared first on InvestmentNews.

    Read More
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53 Assembly Dr., Unit 60
Mendon, NY 14506

Phone: +1 (855) 502-8919
Email: info@adviserfirstpartners.com
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