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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 13, 2023

    Adjusted for Risk: Why Now Is Not the Time to Get Bullish

    Zephyr's Chief Market Strategist takes a look at recent drivers of market performance.

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  • June 13, 2023

    F2 Strategy Acquires Oakbrook Solutions, Receives Investment From Renovus Capital

    The combined firm will have 100 employees and be headed by F2 founder Doug Fritz.

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  • June 13, 2023

    F2 Strategy Acquires Oakbrook Solutions, Receives Investment From Renovus Capital

    The combined firm will have 100 employees and be headed by F2 founder Doug Fritz.

    Read More
  • June 12, 2023

    Retirement Risk Isn't Just a Middle-Class Problem

    Many affluent households also face significant challenges.

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  • June 12, 2023

    Retirement Risk Isn't Just a Middle-Class Problem

    Many affluent households also face significant challenges.

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  • June 12, 2023

    Retirement Needs Are Forcing Wealth, Retirement Plan and Benefits Advisors to Adapt

    But most are still stuck in silos and old business models.

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  • June 12, 2023

    Retirement Needs Are Forcing Wealth, Retirement Plan and Benefits Advisors to Adapt

    But most are still stuck in silos and old business models.

    Read More
  • June 12, 2023

    Can ChatGPT Help Fix My Practice?

    We posed a hypothetical practice management dilemma facing an advisory firm to ChatGPT. Then we asked three experts to weigh in on the merits of the advice.

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  • June 12, 2023

    Can ChatGPT Help Fix My Practice?

    We posed a hypothetical practice management dilemma facing an advisory firm to ChatGPT. Then we asked three experts to weigh in on the merits of the advice.

    Read More
  • June 12, 2023

    Big US Stocks Surely Can't Outperform Forever

    Was Warren Buffet right all along and you should just invest in the S&P 500 with a bit in bonds as a hedge? Yes — at least so far.

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  • June 12, 2023

    UBS Culls Credit Suisse’s Top Leaders After Historic Deal Closes

    Former Credit Suisse wealth management head Francesco de Ferrari remains as an advisor to UBS’s private banking head Iqbal Khan.

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  • June 12, 2023

    13 Must Reads for Real Estate Investors to Kick Off the Week (June 12, 2023)

    Lenders on office assets are doing everything they can to avoid taking the keys on properties and working on extension and modification agreements, reports Bisnow. Don Peebles sat down with Commercial Observer to discuss how far Black real estate development has come. These are among the must reads from around the real estate investment world to start the week.

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  • June 12, 2023

    Uncertain Valuations Cool Real Estate M&A Activity

    After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

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  • June 12, 2023

    Grow Your HNW Business with Lending Tech

    Help HNW clients with liquidity and enhance your competitive edge.

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  • June 09, 2023

    Retirement Income and Risk Planning 2023­

    Looking Beyond Today­ ­

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  • June 09, 2023

    Stumbling Megacap Stocks Send Record $1B to Equal-Weight ETF

    More than $1 billion has flooded into the $35 billion Invesco S&P 500 Equal Weight ETF (ticker RSP).

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  • June 09, 2023

    Natural Gas ETF Buying Spree Has Traders Fearing Wild Swings

    ETFs aren’t supposed to move the market, just trade in line with the underlying asset.

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  • June 09, 2023

    SEC Reiterates Warnings on Marketing Rule

    The commission's warnings are the first following the date firms were expected to be in compliance with the rules.

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  • June 09, 2023

    RIA Roundup: Cetera Buys First Pure RIA

    Cetera announced its first non-hybrid RIA acquisition this week, while Hightower and Wealthspire both added a billion dollars in assets and Mercer, Kestra and tru Independence all announced deals.

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  • June 09, 2023

    Lessons From The Mompreneur Journey

    Women RIAs have the opportunity to create thriving, flexible workplaces that provide essential support for working moms and caregivers.

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Have any Questions?

We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

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