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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • January 23, 2023

    Note From the Editor: February 2023

    Editor in Chief Susan R. Lipp discusses this month's issue.

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  • January 23, 2023

    Remote Work Saves Global Commuters 72 Minutes a Day, Study Finds

    Remote staff are saving the most time in China, where forgoing the trek to and from one’s workplace is freeing up 102 minutes a day, according to the study published this month by the National Bureau of Economic Research. Serbian workers saw the smallest savings of 51 minutes, while those in the US also saw a comparatively low 55 minutes spared.

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  • January 23, 2023

    Seven Must Reads for the CRE Investors Today (Jan. 24, 2023)

    CMBS conduit deals realized about $130 million in losses during the last month of 2022, reports Commercial Observer. Extended-stay hotels continue to be a good investment play, according to GlobeSt.com. These are among today’s must reads from around the commercial real estate industry.

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  • January 23, 2023

    FINRA Fines Wedbush $975K Over Trade Supervision Lapses

    In a settlement, FINRA said the firm mistakenly believed that third-party b/ds executing the trades were responsible for spotting potential market manipulation.

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  • January 23, 2023

    2023 Unlikely to Bring a Large Wave of CRE Distress, Predicts Walker & Dunlop Exec

    Chief investment officer Marcus Duley expects to see some foreclosures, but there’s plenty of rescue capital still in the market, he notes.

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  • January 23, 2023

    The 10 Biggest Tax Crooks of 2022

    The criminal investigative arm of the IRS counts down its biggest cases of the past year.

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  • January 23, 2023

    Q&A: Meme, Crypto Revival to Hit a Wall as Recession Risk Looms

    Truist Wealth's Keith Lerner discusses what he sees on the horizon.

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  • January 23, 2023

    Are Your NextGen Clients Ready to Take Care of Their Boomer Parents?

    Adult children need to start having conversations now with aging parents about their finances.

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  • January 23, 2023

    How to Save for Retirement by Paying Down Student Loans

    A new provision will allow more employers to make retirement-fund contributions for workers who pay down their student loans.

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  • January 23, 2023

    Five Investment Opportunities the 60/40 Rule Overlooks

    Today’s financial landscape demands an approach that is both broader and more nuanced.

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  • January 23, 2023

    Global Property Market Faces $175 Billion Debt Spiral

    Distress levels in European real estate are at the highest in a decade, in part because of a decline in liquidity.

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  • January 23, 2023

    Skiing at Your Neighborhood Mall?

    The problem is that these elaborate venues require expensive upfront investments and, like any new concept, can be risky.

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  • January 23, 2023

    Europe Is Bracing for a Sharp, Abrupt Real Estate Reversal

    The reality check will start to hit in the coming weeks as lenders across Europe get results of year-end appraisals.

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  • January 23, 2023

    10 Must Reads for CRE Investors Today (Jan. 23, 2023)

    Amazon Web Services said it will invest $35 billion through 2040 to build multiple data center campuses in Virginia. Big U.S. banks are pulling back on lending volumes on office and apartment properties, reports CoStar. These are among today’s must reads from around the commercial real estate industry.

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  • January 23, 2023

    Mega-Deals Reinforce Foreign Appetite for U.S. Real Estate

    Overall volume has slowed and some entities have switched gears from buying properties to acquiring real estate platforms and operating companies.

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  • January 23, 2023

    Mercer Advisors Rebrands to Reflect Its Position As National RIA

    Mercer has updated its messaging, images and colors to better reflect its position as a national RIA with an integrated approach to financial planning.

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  • January 20, 2023

    Webinar: Commodity Investing in the Era of Inflation

    Wednesday, January 25, 2023 | 2:00 PM ET

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  • January 20, 2023

    Advisor-Finder Zoe Financial Launches Wealth Platform

    The lead generation company has partnered with Apex Fintech Solutions to offer custody and clearing services as part of its new platform.

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  • January 20, 2023

    White Americans Collect 92% of Benefits From Investor Tax Breaks

    The Biden administration’s first-ever analysis of tax return data by race and ethnicity shows a discrepancy in those who gain from lower rates on capital gains and dividends.

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  • January 20, 2023

    Robert Smith Scours Globe for $20B Comeback After Tax Case

    His new buyout fund has raised more than $12 billion, but some past clients are reluctant to join after tax case.

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