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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • February 17, 2021

    LPL updates branding message

    'Your Greatness Is Our Goal' is the independent broker-dealer's new theme, referring to the value it brings to its advisers.

    The post LPL updates branding message appeared first on InvestmentNews.

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  • February 17, 2021

    DC industry must cooperate to offer emergency savings accounts

    The case for emergency savings accounts has always been compelling. When low- to moderate-income workers run into problems, they either take out loans or make hardship withdrawals, contributing to plan leakage. The pandemic only highlighted the issue.

    The post DC industry must cooperate to offer emergency savings accounts appeared first on InvestmentNews.

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  • February 17, 2021

    iCapital Foundation, CAIA Association launch education program

    AltsEdge will provide 10 modules to help advisers understand and use alternative investments.

    The post iCapital Foundation, CAIA Association launch education program appeared first on InvestmentNews.

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  • February 17, 2021

    Robinhood’s ties to hedge funds still not clear, Warren says

    Ahead of a House hearing Thursday with the company's CEO, the Massachusetts senator accused Robinhood of having inadequate cash on hand to manage a trading surge.

    The post Robinhood’s ties to hedge funds still not clear, Warren says appeared first on InvestmentNews.

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  • February 17, 2021

    Advisers, clients not on same page about guaranteed income: Survey

    Last year’s market plunge and quick recovery appear to have changed the way people feel about the value of guaranteed lifetime income, Cannex found. In February 2020, 71% of people said they found guaranteed lifetime income highly valuable, but that figure had dropped to 63% by August.

    The post Advisers, clients not on same page about guaranteed income: Survey appeared first on InvestmentNews.

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  • February 17, 2021

    Fidelity, Schwab donors set record for charitable giving in response to pandemic

    Covid-19 also changed giving targets, as donors supported organizations that provided food and other necessities for people who experienced economic setbacks due to the outbreak.

    The post Fidelity, Schwab donors set record for charitable giving in response to pandemic appeared first on InvestmentNews.

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  • February 17, 2021

    Fund companies can follow a road map to ESG success

    As investors and financial advisers fine-tune their focus on sustainable investing strategies, fund companies should tailor their offerings.

    The post Fund companies can follow a road map to ESG success appeared first on InvestmentNews.

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  • February 17, 2021

    AIG is seeing interest in life and retirement business

    The company said that year that it would separate the life and retirement unit from its sprawling property-casualty operation, furthering the dismantling of the insurance giant.

    The post AIG is seeing interest in life and retirement business appeared first on InvestmentNews.

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  • February 17, 2021

    Charges dropped against former Franklin Templeton exec who called police on Black bird-watcher

    Amy Cooper was fired last year after accusing a Black man in Central Park with threatening her. The charges were dropped after she completed court-sanctioned therapy sessions about racial bias, according to Bloomberg News.

    The post Charges dropped against former Franklin Templeton exec who called police on Black bird-watcher appeared first on InvestmentNews.

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  • February 17, 2021

    Wells Fargo gets Fed nod for overhaul plan

    Fed officials reportedly privately signaled the bank that they accept its proposal for overhauling risk management and governance, which would move Wells a step closer to getting the cap on its assets lifted.

    The post Wells Fargo gets Fed nod for overhaul plan appeared first on InvestmentNews.

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  • February 17, 2021

    Lots of choices for advisers looking to sell

    The approaches of the different types of buyers vary, so it’s essential to know how they approach the process.

    The post Lots of choices for advisers looking to sell appeared first on InvestmentNews.

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  • February 17, 2021

    Bitcoin exceeds $51,000 for first time

    The largest cryptocurrency rose almost 6% Wednesday, following a fivefold surge in the past year, after MicroStrategy said Tuesday it would sell $600 million of bonds to buy more Bitcoin.

    The post Bitcoin exceeds $51,000 for first time appeared first on InvestmentNews.

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  • February 16, 2021

    The latest in financial #AdviserTech — February 2021

    The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!

    The post The latest in financial #AdviserTech — February 2021 appeared first on InvestmentNews.

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  • February 16, 2021

    Pandemic prompts brokerages to seek relaxed in-person inspection requirements

    Member firms and trade associations representing them told Finra their pandemic experience has shown that supervisors don’t need to look over the shoulders of registered reps physically to ensure they’re following the rules.

    The post Pandemic prompts brokerages to seek relaxed in-person inspection requirements appeared first on InvestmentNews.

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  • February 16, 2021

    Meet Goldman’s robo-adviser Marcus Invest — finally

    Mainstream investors can now open an account with Goldman Sachs with $1,000 and a smartphone. After delaying the launch last year, Marcus Invest solidifies the bank’s goal to bring investing to a wider audience of consumers.

    The post Meet Goldman’s robo-adviser Marcus Invest — finally appeared first on InvestmentNews.

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  • February 16, 2021

    American Funds to chop fees, change management on five VA funds

    The changes, which take effect May 1, mark the second time in a year that the company has significantly altered its insurance-series funds to make them match their better-known retail counterparts.

    The post American Funds to chop fees, change management on five VA funds appeared first on InvestmentNews.

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  • February 16, 2021

    Power outages force advisers to leverage Covid-19 contingencies

    Freezing temperatures and power outages have affected much of the country. The deadly winter weather is testing the limits of creativity as advisers fight to serve clients and stay warm.

    The post Power outages force advisers to leverage Covid-19 contingencies appeared first on InvestmentNews.

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  • February 16, 2021

    OneDigital acquires manager of $1.3 billion in plan assets

    With the deal for Atlanta Plan Partners, which oversees more than 130 retirement plans, OneDigital Investment Advisers will serve approximately 5,000 retirement plans.

    The post OneDigital acquires manager of $1.3 billion in plan assets appeared first on InvestmentNews.

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  • February 16, 2021

    Captrust adds $154 billion in plan assets with Cammack deal

    The retirement plan aggregator's national footprint grows to more than $600 billion with the addition of Cammack Retirement Group, which serves more than 170 plan sponsors.

    The post Captrust adds $154 billion in plan assets with Cammack deal appeared first on InvestmentNews.

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  • February 16, 2021

    Team managing $270 million at UBS moves to Baird

    The WillowPointe Group, a two-adviser, five-person team, joins in Cookeville, Tennessee.

    The post Team managing $270 million at UBS moves to Baird appeared first on InvestmentNews.

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