Verified Veteran Owned Business
  • Home
  • Pricing
  • Placement Services
  • Principal/Agent
  • White Label
  • News
  • Sign Up
  • Login

News

Categories

All

Adviser First Partners Blog

Financial Planning

Investment News

Wealth Management Magazine

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • April 05, 2023

    Looking at March's ETF Launches

    Managers launched more than 30 new ETFs last month.

    Read More
  • April 05, 2023

    Nine Must Reads for Real Estate Investors Today (April 6, 2023)

    Brookfield REIT CEO Zachary Vaughan stepped down to “pursue other business opportunities” reports The Real Deal. Walmart is revamping its supply chain strategy, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • April 05, 2023

    Former Oregon Broker Sentenced to 4 Years in Prison for Tax Evasion

    James Millegan didn’t pay more than $2.5 million in taxes and instead used the money for personal expenses, including a classic Rolls-Royce.

    Read More
  • April 05, 2023

    Billionaire Tom Steyer Plans Net Zero Apartment Upgrades Across U.S.

    The plan rests on strategic asset acquisition, proprietary methods of retrofitting buildings and adding solar panels and the long-term payoff from assembling a portfolio of energy-efficient buildings.

    Read More
  • April 05, 2023

    Billionaire Brazil Family Behind Votorantim Eyes US Real Estate After Pandemic

    The Sao Paulo-based holding is interested in multifamily housing properties and commercial buildings amid a “dislocation” of prices coming out of the pandemic in different markets, including New York and the West Coast, Chief Executive Officer Joao Schmidt and Chief Financial Officer Sergio Malacrida said in an interview.

    Read More
  • April 05, 2023

    Gundlach’s DoubleLine Launches Real Estate and Mortgage ETFs at Tricky Time

    The DoubleLine Commercial Real Estate ETF (ticker DCMB) and the DoubleLine Mortgage ETF (DMBS) launched Tuesday.

    Read More
  • April 05, 2023

    Top Tax Mistakes to Avoid If You Make More Than $100,000

    Even those making more than six figures are feeling the squeeze of inflation. Here’s how to make earnings go further come tax season.

    Read More
  • April 05, 2023

    Bitcoin Deserves Some Space in Your Portfolio

    A rethinking of the traditional 60/40 investing model may have made room for the volatile cryptocurrency.

    Read More
  • April 05, 2023

    How Geopolitics Are Impacting Real Estate Decisions

    Newmark’s managing director of geopolitical strategy consulting talks about the risks and opportunities the current economic and political climate brings.

    Read More
  • April 05, 2023

    Blackstone Tests the Fear of Commercial Property

    The buyout firm, which is also the world’s largest commercial real-estate owner, has agreed the key terms on buying Industrials Reit Ltd., an operator of UK industrial estates whose stock price recently touched a two-year low after falling more than 40% from its peak. Like prime offices, this is a sub-sector where supply is constrained and vacancy rates are low.

    Read More
  • April 05, 2023

    401(k) Real Talk Episode 54: April 5, 2023

    Open, honest and candid discussions about the latest news in the RPA industry.

    Read More
  • April 05, 2023

    No Basis Adjustments for Assets in Irrevocable Grantor Trusts

    Revenue Ruling 2023-2 confirms that taxpayers can’t have their cake and eat it too.

    Read More
  • April 05, 2023

    IRS Warns of Schemes Aimed at Wealthy Taxpayers

    Highlights include CRATs and monetized installment sales.

    Read More
  • April 05, 2023

    United Capital Co-Founders Launch Modern Wealth Management With PE Backing

    Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.

    Read More
  • April 05, 2023

    Rent Control Won’t Make Housing More Affordable

    At IREM, we recognize the importance of housing choice and access to quality housing that is affordable. We’ve seen how rent control undermines both of these things, making it financially challenging for property owners and real estate managers to meet the needs of their tenants.

    Read More
  • April 04, 2023

    Adjusted for Risk: Zephyr Announces the 2022 PSN Top Gun Managers of the Decade

    It was quite the decade for financial markets and one that will go down in the history books.

    Read More
  • April 04, 2023

    Meet the Externs

    Three participants in the Virtual Externship program share their experiences.

    Read More
  • April 04, 2023

    10 Must Reads for Real Estate Investors Today (Apr. 5, 2023)

    Rising CMBS delinquencies and potential defaults continued to dominate headlines. The real estate industry is not doing enough to cut down on carbon emissions, reported Bisnow. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • April 04, 2023

    10 Must Reads for Real Estate Investors Today (April 5, 2023)

    Rising CMBS delinquencies and potential defaults continued to dominate headlines. The real estate industry is not doing enough to cut down on carbon emissions, reported Bisnow. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • April 04, 2023

    Are Signature Bank’s Real Estate Loans Too “Toxic” to Attract Buyers?

    During the three-year period spanning 2020 to 2022, Signature Bank issued $13.4 billion in loans on New York City buildings, according to property research company PincusCo. No other bank issued more commercial mortgages in the city.

    Read More
  • 1
  • 2
  • 3
  • 973
  • 974
  • 975
  • 976

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 Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
  • New Item
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
  • New Item
  • New Item
Get In Touch

P.O. Box 12
Ionia, NY 14475

Phone: +1 (585) 329-9661
Email: info@adviserfirstpartners.com

© 2025 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company