Adviser First Partners Blog
Wealth Management Magazine
The rush of comment letters comes on the final day of the comment period for the Labor Department's new proposal to replace the Obama administration's vacated fiduciary rule.
Oleg Tishkevich, CEO of INVENT.us., explains how Cloud Native can take advisors into the next level of coordination, integration, simplification and workflow automation.
Focus attributes the growth to three RIA acquisitions as well as 15 subacquisitions it made on behalf of its partner firms over the past year.
Too many are still focused on capital growth of foundations rather than their charitable purpose.
The SEC nominations for Caroline Crenshaw and current Commissioner Hester Peirce will now go to a full Senate vote, not yet scheduled. Crenshaw seeks to fill the seat vacated by Robert Jackson Jr.
The full Senate vote was the last step in the SEC nominations for Caroline Crenshaw and current Commissioner Hester Peirce.
The direct-to-consumer HSA provider partnered with Devenir to give consumers access to automated investing features.
San Diego-based advisors Scott Dudley and David McQuade align with Financial Advocates, one of LPL Financial’s largest offices of supervisory jurisdiction.
The TLT fund’s pattern seems to say ‘yes.’
The Morningstar veteran is joined by Tom Valverde, appointed to a newly-created role at Apex.
Clients are facing the pandemic by re-evaluating early retirement, and even their own life expectancies. Technology providers are responding.
Collaboration among advisors may help achieve a positive outcome.
The money will help fund the CFP-registered financial planning programs at four historically Black colleges and universities.
This pandemic has created a window of opportunity for financial advisors to become the “go-to” person among their clients, prospects, COI and everyone in their orbit. Here's how.
These funds lost the most money over the past 30 days.
Beyond an attempt to reverse Reg BI, the industry could see a number of securities regulation reforms if Joe Biden wins the presidential election.
Life is profoundly different for Black folks in America.
The TD Ameritrade trading platforms and educational tools are the first announced technology move in Schwab's acquisition.
In late June, DFA filed to launch its own exchange-traded funds -- meaning for the first time ever its strategies will be available to anyone with a brokerage account.
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