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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 13, 2025

    Why RIA Buyers Prioritize Firms with Engaged G2 Leadership

    RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.

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  • June 13, 2025

    SEC Withdraws AI and ESG Proposed Rules

    The withdrawn rules cover various complicated issues that impact RIAs, including AI, ESG, cybersecurity and safeguarding client assets. One attorney claimed the SEC’s decision would be a “relief” to smaller advisors.

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  • June 13, 2025

    RBC Attracts Three Advisors Totaling $1.1B AUM from UBS

    The advisors will join RBC offices in St. Paul, Boise, Idaho and Beverly Hills. This is the firm’s latest recruitment from UBS in recent months.

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  • June 13, 2025

    The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish

    Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI, to unpack how MSCI Wealth Manager transforms complex data into actionable insights for advisors.

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  • June 13, 2025

    Panelists: Senior RIAs Must Share Clients to Foster Next Generation

    For the RIA industry to shed the “eat what you kill” label by the next generation, they must “break resistance” to passing on clients, according to panelists speaking at Wealth Management EDGE.

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  • June 12, 2025

    What Are the Best Asset Classes for Active Management?

    Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management.

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  • June 12, 2025

    'AI is AO' — Enhancing Wealth Management Marketing with Artificial Intelligence

    Mission Wealth’s Michelle Winkles shares how advisors are using AI to revolutionize marketing.

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  • June 12, 2025

    'AI is AO' — Enhancing Wealth Management Marketing with Artificial Intelligence

    Mission Wealth’s Michelle Winkles shares how advisors are using AI to revolutionize marketing.

    Read More
  • June 12, 2025

    Vanguard’s SEC Application Ramps Up Competition in Dual-Share ETF Race

    The asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.

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  • June 12, 2025

    Vanguard’s SEC Application Ramps Up Competition in Dual-Share ETF Race

    The asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.

    Read More
  • June 12, 2025

    Scenes From Day 3 of Wealth Management EDGE 2025

    Wealth Management EDGE wrapped up with "War Games" and Cougars.

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  • June 12, 2025

    RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets

    RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.

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  • June 12, 2025

    RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets

    RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.

    Read More
  • June 12, 2025

    A $300,000 College Tour

    Planning a college tour with your teenager can be a logistical nightmare.

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  • June 12, 2025

    A $300,000 College Tour

    Planning a college tour with your teenager can be a logistical nightmare.

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  • June 12, 2025

    With NextGen Investors, Knowledge Is Cheap

    As information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.

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  • June 12, 2025

    With NextGen Investors, Knowledge Is Cheap

    As information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.

    Read More
  • June 12, 2025

    CFP Board Holds AI Working Group, Hires New Tech Head

    The group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.

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  • June 12, 2025

    CFP Board Holds AI Working Group, Hires New Tech Head

    The group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.

    Read More
  • June 12, 2025

    RIAs and the Evolving Landscape of Private Wealth

    KKR's Matthew Magill explores the explosive growth of private markets.

    Read More
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