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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 25, 2021

    Fund News Advisors Can Use: New Investment Firm Aims to Bring Private Market Strategies to Advisors

    In this week's fund news, Evolution Private Investment Collective aims to bring private markets strategies to advisors; Engine No. 1's new ETF targets impacting companies through proxy voting; and Amplify introduces a new cleaner living ETF.

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  • June 25, 2021

    Fund News Advisors Can Use: New Investment Firm Aims to Bring Private Market Strategies to Advisors

    In this week's fund news, Evolution Private Investment Collective aims to bring private markets strategies to advisors; Engine No. 1's new ETF targets impacting companies through proxy voting; and Amplify introduces a new cleaner living ETF.

    Read More
  • June 25, 2021

    Should Advisors Force Employees Back to the Office?

    The decision is yours, but make sure to spell out the business case to clients and team members for why it makes sense either way.

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  • June 25, 2021

    Should Advisors Force Employees Back to the Office?

    The decision is yours, but make sure to spell out the business case to clients and team members for why it makes sense either way.

    Read More
  • June 24, 2021

    11 Must Reads for the CRE Industry Today (June 25, 2021)

    A large percentage of restaurants won’t be able to pay their June rent, reports Restaurant Dive. A Forbes Real Estate Council article argues that higher inflation will drive more money into property investments. These are among today’s must reads from around the commercial real estate industry.

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  • June 24, 2021

    SmartAsset Reaches Unicorn Status

    SmartAsset landed $110 million in a Series D funding round that pushed the firm's valuation over $1 billion. But not all advisors find the service to be useful.

    Read More
  • June 24, 2021

    Carson Group Names New Chief Marketing Officer

    Mary Kate Gulick joins the RIA from TD Ameritrade Institutional.

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  • June 24, 2021

    KKR Joins Private Equity Rivals in New Single-Family Rentals Bet

    KKR is investing in My Community Homes through its real estate and private credit funds.

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  • June 24, 2021

    LPL Recruits $1.6 Billion Voya OSJ in Wake of Cetera Acquisition

    Brian M. Woods Financial Services, which oversees 30 advisors and $1.6 billion in assets, decided to jump ship to LPL Financial, after the firm's b/d, Voya, was acquired by Cetera.

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  • June 24, 2021

    Guggenheim Partners to Settle SEC Allegations of Impeding Whistle-Blowers

    Until last July, Guggenheim Securities prohibited employees from reaching out to officials at the SEC or other watchdogs without prior consent from the firm’s lawyers.

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  • June 24, 2021

    A Longtime Fidelity Manager Sold GameStop, and Has Some Regrets

    Joel Tillinghast says "of course I kick myself" over exiting his position in the meme stock.

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  • June 24, 2021

    BlackRock ETFs Get Billions Via Trades Hinting at Tax Avoidance

    The five ETFs collectively lured about $13.5 billion on Wednesday amid the rebalancing of the FTSE Russell indexes, compared with a $37 million inflow for all five funds last week.

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  • June 24, 2021

    Dozens of Ex-Sears Stores to Hit Market as CEO Culls Assets

    Seritage Growth Properties wants to unload 40 to 50 sites as it tries to generate cash for redevelopment of more attractive holdings.

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  • June 24, 2021

    What Do Investors Look For When Placing Money in a New CRE Fund?

    Cottonwood’s Tinchuck Ng discusses the firm’s new fund and the difference in strategies between Asian and U.S. commercial real estate investors.

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  • June 24, 2021

    Mindy Diamond on Independence: A Powerful Strategy to Accelerate Growth for Financial Advisors

    Mindy Diamond shares how content marketing was a game-changer that became a driver of growth for her business.

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  • June 24, 2021

    How to Correct and Avoid the Excuse Trap

    Push yourself outside your comfort zone.

    Read More
  • June 24, 2021

    The 20 ETFs with the Best Returns Over the Past Five Years

    Cathie Wood's ARK funds performed the best over the past five years.

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  • June 23, 2021

    How to Separate Real ESG Funds From the Not-So-Real

    This is now a question for the U.S. Securities and Exchange Commission, as the regulatory watchdog wanders into a thicket of inconsistent standards.

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  • June 23, 2021

    10 Must Reads for CRE Investors Today (June 24, 2021)

    Morgan Stanley is requiring all employees and visitors to its New York offices to be fully vaccinated, reports The New York Times. Mall landlords are again turning to an old standby: pop-up stores, to help boost revenues, according to The Real Deal. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • June 23, 2021

    Mercer Advisors Acquires AFI Wealth Strategies

    Green Bay–based advisor Andrew Farrah said joining Mercer was a better way to grow his business than rebuilding it himself.

    Read More
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