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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • May 01, 2023

    Institutional Investors Still Like Real Estate, But Are Waiting for Better Prices

    Some of the bigger players are still making deals. But the majority are waiting for market dislocation to work itself out so they can take advantage of the resulting bargains.

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  • April 30, 2023

    Meeting the Needs of ETF Investors

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 30, 2023

    Meeting the Needs of ETF Investors

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 30, 2023

    Meeting the Needs of ETF Investors

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 30, 2023

    Meeting the Needs of ETF Investors

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 29, 2023

    USI Consulting Group Acquires Hooker & Holcombe

    USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

    Read More
  • April 29, 2023

    USI Consulting Group Acquires Hooker & Holcombe

    USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

    Read More
  • April 29, 2023

    USI Consulting Group Acquires Hooker & Holcombe

    USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

    Read More
  • April 29, 2023

    USI Consulting Group Acquires Hooker & Holcombe

    USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

    Read More
  • April 28, 2023

    Seven Steps to a Successful Client Event

    Why financial advisors should host one this year

    Read More
  • April 28, 2023

    Fostering a Healthy ETF Ecosystem

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 28, 2023

    Fostering a Healthy ETF Ecosystem

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 28, 2023

    Fostering a Healthy ETF Ecosystem

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 28, 2023

    Fostering a Healthy ETF Ecosystem

    The capital markets team supports clients in understanding and executing ETF trades.

    Read More
  • April 28, 2023

    SVB’s Bankruptcy a 'Big Catalyst' for Utah-Based Investment Manager

    The Cynosure Group's plans to build an RIA for wealthy clients got a fortuitous boost in the wake of Silicon Valley Bank’s downfall, even as its chairman has come under scrutiny for his role in the collapse.

    Read More
  • April 28, 2023

    I Bonds Hold Value for College Savings Even as Golden Era Fades

    The inflation-linked securities offers a tax-advantaged way to prepare for your child’s future.

    Read More
  • April 28, 2023

    Money-Market Funds Are Hot Again After Years of Fee Discounts

    “Cash is no longer trash.”

    Read More
  • April 28, 2023

    RBC Adds More California-Based Advisors From First Republic

    The Friedman Peters Group has more than $400 million in managed assets and will join RBC’s San Francisco location, following several other additions in the Golden State earlier this month.

    Read More
  • April 28, 2023

    RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

    CI Financial says it will use the profits from selling a minority stake in $5 billion AUM Congress to pay down debt. Meanwhile, Captrust, Allworth Financial, Wealth Enhancement Group, Sanctuary Wealth and MAI announced transactions representing approximately $3.5 billion in assets this week.

    Read More
  • April 28, 2023

    11 Must Reads for Real Estate Investors for the Weekend (April 28, 2023)

    Some investment pros have started to push back on the idea that commercial real estate as a whole is at risk. Some real estate developers are turning to AI to help with complex projects, reports Commercial Observer. These are among the must reads from around the real estate investment world to end the week.

    Read More
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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

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