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.
Read MoreNews
-
-
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 -
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 -
Retirement Risk Isn't Just a Middle-Class Problem
Many affluent households also face significant challenges.
Read More -
Retirement Risk Isn't Just a Middle-Class Problem
Many affluent households also face significant challenges.
Read More -
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 -
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 -
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 -
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 -
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.
Read More -
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.
Read More -
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.
Read More -
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.
Read More -
Grow Your HNW Business with Lending Tech
Help HNW clients with liquidity and enhance your competitive edge.
Read More -
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).
Read More -
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.
Read More -
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.
Read More -
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.
Read More -
Lessons From The Mompreneur Journey
Women RIAs have the opportunity to create thriving, flexible workplaces that provide essential support for working moms and caregivers.
Read More
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.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company