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Adviser First Partners Blog

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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • January 19, 2023

    Highlights of Heckerling

    Wednesday, February 01, 2023 | 2:00 PM ET

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  • January 19, 2023

    Webinar: Sustainable Strategies for the Modern Investor

    Tuesday, January 31, 2023 | 2:00 PM ET

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  • January 19, 2023

    Webinar: Sustainable Strategies for the Modern Investor

    Tuesday, January 31, 2023 | 2:00 PM ET

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  • January 19, 2023

    Brookfield Property Fund for Rich Investors Drops as Rates Rise

    The fund has had only one other losing month since its inception in 2019, according to its disclosures. Despite the weak results to end the year, Brookfield REIT still gained 12.7% in 2022. The $2.4 billion fund holds apartment buildings, offices and logistics properties, primarily in the U.S.

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  • January 19, 2023

    Brookfield Property Fund for Rich Investors Drops as Rates Rise

    The fund has had only one other losing month since its inception in 2019, according to its disclosures. Despite the weak results to end the year, Brookfield REIT still gained 12.7% in 2022. The $2.4 billion fund holds apartment buildings, offices and logistics properties, primarily in the U.S.

    Read More
  • January 19, 2023

    The Healthy Advisor: The Art of Mindfulness With Mary Martin

    Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.

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  • January 19, 2023

    The Healthy Advisor: The Art of Mindfulness With Mary Martin

    Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.

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  • January 19, 2023

    Mindy Diamond on Independence: A Candid Conversation with Merrill's Andy Sieg

    The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.

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  • January 19, 2023

    Mindy Diamond on Independence: A Candid Conversation with Merrill's Andy Sieg

    The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.

    Read More
  • January 19, 2023

    How One Actor-Turned-Investor Built a Real Estate Syndication Biz

    Matt Picheny has built a Sun Belt multifamily portfolio and generated healthy returns for passive real estate investors.

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  • January 19, 2023

    How One Actor-Turned-Investor Built a Real Estate Syndication Biz

    Matt Picheny has built a Sun Belt multifamily portfolio and generated healthy returns for passive real estate investors.

    Read More
  • January 18, 2023

    ETFs With the Greatest Inflows in the Past Month

    These funds took in the most money over the past 30 days.

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  • January 18, 2023

    ETFs With the Greatest Inflows in the Past Month

    These funds took in the most money over the past 30 days.

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  • January 18, 2023

    IBD Advisors Tell FSI They'd Rather Retire, Become RIAs Than Employees

    For IBD advisors who don’t choose the retirement route, many say they’ll focus on their own RIA business, if they’re reclassified by the DOL as employees, according to a new survey commissioned by FSI.

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  • January 18, 2023

    IBD Advisors Tell FSI They'd Rather Retire, Become RIAs Than Employees

    For IBD advisors who don’t choose the retirement route, many say they’ll focus on their own RIA business, if they’re reclassified by the DOL as employees, according to a new survey commissioned by FSI.

    Read More
  • January 18, 2023

    13 Must Reads for CRE Investors Today (Jan. 19, 2023)

    Rent-to-own startups are facing headwinds in the current market, reports Commercial Observer. European investors are cutting allocations to real estate according to the latest INREV survey. These are among today’s must reads from around the commercial real estate industry.

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  • January 18, 2023

    Markets Drive Returns as Much as Property Type in CRE Investing

    New research by Archer.re and its partners promotes the strategy of having individual portfolios for each property type within each city to allow investors to make independent real estate investment decisions.

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  • January 18, 2023

    Equity Investors Pull Back on the Industrial Sector as Return Expectations Dim

    The sector continues to be viewed favorably in the marketplace. But potential returns are lower, leading to a reassessment by debt and equity investors.

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  • January 18, 2023

    CI Financial Leases Office Space for Manhattan Acquisitions

    The 50,000-square-foot office space in midtown Manhattan will house six RIA acquisitions that are now part of CI's private wealth business.

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  • January 18, 2023

    Protecting Your Returns: Optimizing Operational and Debt Performance in Your CRE Assets

    Thursday, February 09, 2023 | 2:00 PM ET

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