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Adviser First Partners Blog

Financial Planning

Investment News

Wealth Management Magazine

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 02, 2023

    How Can Financial Advisors Best Leverage the Opportunities in Front of Them?

    Focus on marketing outreach, technology and talent.

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  • June 02, 2023

    The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor

    Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.

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  • June 02, 2023

    Realtors' Expertise Maximizes IRA Returns for Retirement

    Unveiling the blueprint: realtors' real estate path to retirement.

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  • June 01, 2023

    WealthStack Roundup: Hearsay Social Study Reveals Increased Engagement, Shifts In Types Of Content

    Also, Orion Client Portal now connects To Redtail, Clearwater Analytics and J.P. Morgan Asset Management integrate platforms and retirement technology platform Smart acquires ProManage.

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  • June 01, 2023

    Key Takeaways From Wealth Management EDGE

    Main themes discussed at WealthStack, Inside ETFs and the main stage of the conference.

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  • June 01, 2023

    FPA: Advisors Looking More Favorably on Alts

    The survey by the FPA's Journal of Financial Planning found more than half of advisors recommend clients allocate to funds with access to alternative investments. Almost 25% allocate to PE funds, twice the number from four years ago.

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  • June 01, 2023

    10 Must Reads for Real Estate Investors for the Weekend (June 2, 2023)

    REITs are seeking higher share prices by stepping up mergers and acquisitions, reported Bisnow. Blackstone has brought its office holdings from 60% of its portfolion in 2007 down to 2% today, according to The Real Deal. These are among today’s must reads for real estate investors.

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  • June 01, 2023

    Financial Literacy Advocate Brings First Fraternity to Financial Planning

    Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.

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  • June 01, 2023

    Five Steps to Social Prospecting Success

    Personal interaction is highly valued.

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  • June 01, 2023

    Adjusted for Risk: Everything You Need to Know About Small-Caps

    Kayne Anderson Rudnick's Jon Christensen goes in-depth about his investment strategy.

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  • June 01, 2023

    Mindy Diamond on Independence: How Ross Gerber’s $2.2B Firm Found Its Voice in Independence

    The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2 billion RIA and the power of freedom in the independent space, to crypto, digitization, ETFs and Elon Musk and Tesla.

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  • June 01, 2023

    WealthManagement.com Announces 2023 'Wealthies' Finalists

    The ninth annual WealthManagement.com Industry Awards ceremony will be held in New York City on Sept. 7.

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  • June 01, 2023

    Six Key Takeaways From RIA Edge

    "It's a bull market for advice" and more key themes discussed at the conference.

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  • June 01, 2023

    Proptech Investments Have Slowed Down This Year. But Long-Term Outlook Remains Positive.

    Investors in proptech companies are much more focused on value proposition and return on investment than they were before.

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  • June 01, 2023

    What’s Behind the Rising Demand for Skilled Property Managers Globally?

    Key factors driving the global growth in demand for professional property managers are increasing urbanization, real estate market expansion and technological advancements.

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  • June 01, 2023

    ETFs With the Greatest Inflows in the Past Month

    These funds took in the most money over the past 30 days.

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  • May 31, 2023

    Hightower Buys $2.3B Vigilant Wealth Management

    In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast.

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  • May 31, 2023

    $2B First Republic Team Joins William Blair

    Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.

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  • May 31, 2023

    Edelman Financial Engines Taps Personal Capital’s Shah as New CEO

    Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August.

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  • May 31, 2023

    Morgan Stanley Sets $12 Billion Profit Goal for Wealth Business

    Morgan Stanley's $4.6 trillion wealth management business has seen significant growth in the past 10 years and posted $6.6 billion in pretax profit last year.

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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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