Recapping a Record Year for ETFs
With $910 billion of net inflows into U.S.-listed ETFs in 2021, the industry’s record-breaking year will be hard to repeat in 2022.
Read MoreNews
-
-
Dimensional’s Active Fixed Income ETF Tested
Can DFA’s historic outperformance be replicated in its new TIPS fund?
Read More -
No End in Sight for Auto Sales Slump on Chip-Constrained Output
Consumers who are able to find the vehicles they want are being forced to pay up.
Read More -
China Developers Confront a $197 Billion Challenge in January
For smaller or struggling firms it’s unclear where the cash will come from.
Read More -
Distressed Hotel Deals Are Almost Within Reach
Banyan Investment Group, based in Atlanta, Georgia, is now in the “best and final offer” stage of bidding in a half-dozen separate deals.
Read More -
Watch Out for These Four College Admission Myths
Misinformation can lead to your clients paying way too much for school.
Read More -
In the Age of Big Data, Companies Must Embrace Disruption
When the wind of change blows, some build walls, while others build windmills.
Read More -
Looking Forward to 2022: 8 Emerging Trends That Have the Power to Transform Wealth Management
The constant push towards something better is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.
Read More -
16 Inspirational New Year’s Resolutions of Financial Advisors
Wealth Management asked advisors to share their resolutions for 2022.
Read More -
The Top Fintech Story of 2021: Crypto for Advisors
As cryptocurrencies came more into the mainstream for investors and advisors, wealthtech firms popped up to help them manage this unfamiliar territory.
Read More -
More On Independent Digital Ecosystems as the Future of Wealth Management
Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors.
Read More -
Can NFTs Save a NASCAR ARCA Career?
In order to take advantage of the market, it is necessary to understand what NFTs are and are not.
Read More -
Americans Relocating Triggers a Need for Financial Advice
COVID-19 has Americans on the move. And that's an opportunity for advisors.
Read More -
The Top Practice Management Story of 2021: Regulators Strike Back
Under SEC Chair Gary Gensler, regulators are striking a different tone than under former Chair Jay Clayton. But with further changes at the commission and DOL likely still to come, how will the industry respond?
Read More -
Are You Charging Enough?
Deciding what to charge when starting out or as an advisor re-evaluating your pricing can be difficult; here are some things to consider.
Read More -
2021 Year-in-Review: CRE's 11 Most Important Stories
From the office sector's repeated setbacks to unprecedented demand for industrial space to climate change's adverse impact on commercial real estate investments, here are some of the most important stories of 2021.
Read More -
My Life as a Client: A DIYer Finds a Balance
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Link Moser of Laudon, NH, who runs Windhill Design, a digital marketing agency.
Read More -
The Top Estate Planning Story of 2021: Estate Tax Implications from a Democratic President and Congress
Legislators took aim at the estate and gift tax exemption to help finance their lofty social safety net proposals.
Read More -
Time for Investors, Advisors to Look at Hedged Equity Strategies
In this economic environment, staying the course is riskier than trying something new.
Read More -
Three Steps to Improve Client Satisfaction in 2022
Focus your end-of-year conversations on asset location, client experience and responsible trading.
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