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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 26, 2025

    RIA Edge Podcast: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

    Former Merrill Lynch advisor Michael Henley reveals how his tax-centric approach and strategic vision helped Brandywine Oak Private Wealth double AUM to $1.5 billion since breaking away in 2018.

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  • June 26, 2025

    The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

    A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.

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  • June 26, 2025

    Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes

    UBS Group is the distribution platform for Carlyle’s initiative, giving the Swiss bank’s network of wealthy individuals and financial advisors a piece of Carlyle’s bets.

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  • June 26, 2025

    Takeaways from Day One at the Morningstar Investment Conference

    BlackRock sees a “golden age” for fixed income; Vanguard looks to extend “Vanguard effect” to savings, financial advice.

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  • June 25, 2025

    Compliance Firm Warns RIAs of Phishing Scammers Impersonating the SEC

    According to the ACA Group, the emails purport to be from SEC Chief Information Officer David Button and ask for advisors to confirm their emails (likely in an attempt to build trust for future scamming attempts).

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  • June 25, 2025

    Envestnet Sells Yodlee to Private Equity Firm

    Envestnet CEO Chris Todd said the deal with STG will allow his company to focus on its core wealth management platform.

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  • June 25, 2025

    Orion Taps Silicon Valley Engineer as CTO

    Valli Nachiappan, who most recently led product and artificial intelligence integration for Zendesk, brings her software engineering and AI expertise to Orion.

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  • June 25, 2025

    It’s Time for Some Agents to Go Upscale

    Competition in a crowded space calls for a new approach to plan design.

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  • June 25, 2025

    CAIS Adds First Models from BlackRock, Carlyle, KKR and Franklin Templeton

    The 10 models are the first to be added to CAIS's recently launched Models Marketplace and feature substantial exposure to private markets.

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  • June 25, 2025

    Montis Financial: Creating a Raving Fan Experience

    Montis Financial CEO John Yanchek and Chief Operating Officer Judy Weeden discuss revamping the wealthstack for a 30-year-old RIA.

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  • June 25, 2025

    Philanthropy Was Up in 2024

    A strong stock market helped fuel the growth, but economic uncertainty looms ahead.

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  • June 25, 2025

    Focused on the Future: Creating a Client-Centric Wealth Management Firm with Tom Orecchio

    Modera Wealth Management’s Tom Orecchio discusses the evolving dynamics and secrets to building a successful financial advisory firm.

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  • June 25, 2025

    401(k) Real Talk Episode 157: June 25, 2025

    Open, honest and candid discussion forfeiture lawsuits, student loan programs, CITs, the convergence of wealth and retirement at work, and more.

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  • June 25, 2025

    $6.5B RFG Advisory Launches Suite of Active ETFs

    The nine Bluemonte ETFs represent the RIA’s first foray into the fund space and are designed to fit together like puzzle pieces in specific ratios.

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  • June 25, 2025

    $10B Bleakley Adds Advisor Coach Ray Sclafani to Board of Directors

    Sclafani, CEO of executive coaching firm ClientWise, joins the board of the Rise Growth Partners-backed hybrid RIA.

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  • June 24, 2025

    Snowden Lane Beefs Up Business Development, Recruiting Talent

    After clawing back part of its ownership stake from its private equity investor, Snowden Lane hired Rob Russak from Merrill to drive business development and Dana Crane from her freelance recruiting practice.

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  • June 24, 2025

    AI Notetaker Jump Rolls Out Integration With RightCapital

    Meeting notes analysis meets financial planning, and both agree to share data.

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  • June 24, 2025

    US House Passes Accredited Investor Bill

    The legislation intends to expand retail investors’ access to private markets by broadening accessibility beyond wealth thresholds.

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  • June 24, 2025

    Retail Investors Power US ETF Flows Past $500B in 2025 Despite Macro Risks

    Vanguard ETFs, which are typically used by retail investors, account for 37% of net flows so far this year, compared to 27% in the last two calendar years.

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  • June 24, 2025

    Deals & Moves: $30B Allworth Adds Active Investment Expertise

    $3 billion AUM Compound Planning lures eight advisors, and Focus Financial, Apella and LPL’s affiliate RIA arm also make multi-million dollar additions.

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