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Adviser First Partners Blog

Financial Planning

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Wealth Management Magazine

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • August 06, 2020

    State Attorneys General, Fiduciary Advocates Say DOL Advice Proposal Falls Short

    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.

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  • August 06, 2020

    WealthTech Winners Circle Podcast: A Disrupter in the Wealth Management Tech Industry

    Oleg Tishkevich, CEO of INVENT.us., explains how Cloud Native can take advisors into the next level of coordination, integration, simplification and workflow automation.

    Read More
  • August 06, 2020

    Focus Revenues Grow Nearly 4% Over Past Year on M&A Activity

    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.  

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  • August 06, 2020

    Bringing Charitable Fiduciaries Up to Speed

    Too many are still focused on capital growth of foundations rather than their charitable purpose.

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  • August 06, 2020

    Senate Committee Approves SEC Nominees Crenshaw, Peirce

    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.

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  • August 06, 2020

    Senate Approves SEC Nominees Crenshaw, Peirce in Voice Vote

    The full Senate vote was the last step in the SEC nominations for Caroline Crenshaw and current Commissioner Hester Peirce.

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  • August 06, 2020

    HSA Provider Lively Adds Automated Investing, Access to DFA Fund

    The direct-to-consumer HSA provider partnered with Devenir to give consumers access to automated investing features.

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  • August 06, 2020

    LPL Financial Recruits $200M Team From Northwestern Mutual

    San Diego-based advisors Scott Dudley and David McQuade align with Financial Advocates, one of LPL Financial’s largest offices of supervisory jurisdiction.

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  • August 06, 2020

    Have Bonds Broken to the Up Side?

    The TLT fund’s pattern seems to say ‘yes.’

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  • August 06, 2020

    Have Bonds Broken to the Upside?

    The TLT fund’s pattern seems to say ‘yes.’

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  • August 06, 2020

    Apex Clearing Names Longtime Morningstar Exec Tricia Rothschild President

    The Morningstar veteran is joined by Tom Valverde, appointed to a newly-created role at Apex.

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  • August 06, 2020

    Coronavirus Fears Accelerate WealthTech Innovation

    Clients are facing the pandemic by re-evaluating early retirement, and even their own life expectancies. Technology providers are responding.

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  • August 06, 2020

    Avoiding State Income Tax May Be Harder Than You Think

    Collaboration among advisors may help achieve a positive outcome.

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  • August 06, 2020

    Carson Group Donates $500,000 to Support Black Financial Planners

    The money will help fund the CFP-registered financial planning programs at four historically Black colleges and universities.

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  • August 06, 2020

    The Advice Formula

    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.

    Read More
  • August 06, 2020

    ETFs that Saw the Greatest Outflows in the Past Month

    These funds lost the most money over the past 30 days.

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  • August 06, 2020

    What Regulatory Reforms Could a Biden Term Bring?

    Beyond an attempt to reverse Reg BI, the industry could see a number of securities regulation reforms if Joe Biden wins the presidential election.

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  • August 06, 2020

    A Black Exec Does the Math

    Life is profoundly different for Black folks in America.

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  • August 05, 2020

    Schwab to Retain, Integrate thinkorswim, thinkpipes

    The TD Ameritrade trading platforms and educational tools are the first announced technology move in Schwab's acquisition.

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  • August 05, 2020

    An Exclusive $500 Billion Quant Will Soon Be Open to Anyone

    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.

    Read More
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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.

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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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