Kentucky Congressman Seeks to Increase SEC Registration Threshold for Private Fund Advisors
Two bills put forward last week by U.S. Rep. Andy Barr would tie the SEC registration threshold to CPI and amend venture capital rules.
Read MoreNews
-
-
Forecasting Inflation Is a Difficult Task
Current inflation levels are much closer to past peaks than the official series would suggest.
Read More -
Forecasting Inflation Is a Difficult Task
Current inflation levels are much closer to past peaks than the official series would suggest.
Read More -
BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation
Strategists from BlackRock Investment Institute favor public and private investments as well as tactical holdings of bonds.
Read More -
BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation
Strategists from BlackRock Investment Institute favor public and private investments as well as tactical holdings of bonds.
Read More -
ETFs Killed Off by Merciless Market at Double the Rate of Last Year
Year to date, 62 exchange-traded funds have been liquidated or delisted, more than double the number seen in that same span last year.
Read More -
When Planning for Clients with Autistic Kids, Empathy Is Key
During Autism Awareness Month, a financial advisor and father of two kids with autism sheds light on how to help those in the "invisible" population.
Read More -
RIA Edge Podcast: Megan Carpenter’s Playbook for RIAs to Drive Meaningful Growth
FiComm founder and CEO Megan Carpenter details what firms that have seen the most growth are doing correctly, and what they're doing differently.
Read More -
Vestmark Goes Live With Direct Indexing
Direct indexing is just one component of Vestmark's VAST, a kind of personalized unified managed account, which allows for tax optimization and transition services across the entire portfolio.
Read More -
UBS Has Held Talks With Former CFO Naratil About Possible Return
CEO Sergio Ermotti has reached out to a select number of high profile former UBS bankers to gauge their interest in rejoining.
Read More -
How to Get Employees to Lead Themselves
Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.
Read More -
WMRE's Common Area: Where Alternative Investments Fit Within an Evolving Market
Sanctuary Wealth's Patrick McGowan comes on the podcast to discuss how the RIA is assessing alternative investment opportunities and structures.
Read More -
Supercharge Advisor Productivity with User-Permissioned Financial and Tax Data
Wednesday, May 03, 2023 | 2:00 PM ET
Read More -
Washington, Wyoming Finalize Best Interest Annuity Standards
In total, 36 states have adopted a best interest standard for annuity sales.
Read More -
401(k) Plan Changes Are Coming
Driven by societal pressures, defined contribution plans begin a needed fundamental transformation.
Read More -
Valuation of Gifted Equity Interests
How business owners preparing for a sale can benefit from the expected uptick in M&A activity.
Read More -
Buffett Shows Investors How to Broaden Their Horizons
High-quality companies can be found outside the US, and often at cheaper prices.
Read More -
First Republic Worked Hard to Woo Rich Clients. It Was the Bank’s Undoing
The bank attracted wealthy clients with loans that have become a costly hurdle to finding a rescuer.
Read More -
Billionaire Josh Harris Is Expanding Sports Empire in His Post-Apollo Life
The addition of the Washington Commanders would be the crown jewel in Harris' sports empire.
Read More -
In Morgan Stanley CEO Race, Wealth Boss Emerges as One to Watch
The firm's wealth-management juggernaut has lifted Andy Saperstein from a long-shot candidate to a serious contender to replace James Gorman.
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