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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • October 05, 2021

    Gensler: SEC Likely to Propose Climate Disclosure Rule in Coming Months

    The SEC chair also spoke about cryptocurrency, agency resources and Regulation Best Interest before the U.S. House Committee on Financial Services.

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  • October 05, 2021

    Gensler: SEC Likely to Propose Climate Disclosure Rule in Coming Months

    The SEC chair also spoke about cryptocurrency, agency resources and Regulation Best Interest before the U.S. House Committee on Financial Services.

    Read More
  • October 05, 2021

    12 Must Reads for the CRE Industry Today (Oct. 6, 2021)

    U.S. companies are beginning to switch from LIBOR to SOFR as an interest rate benchmark, reports The Wall Street Journal. Forbes looks at 2021’s wealthiest real estate tycoons. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • October 05, 2021

    12 Must Reads for the CRE Industry Today (Oct. 6, 2021)

    U.S. companies are beginning to switch from LIBOR to SOFR as an interest rate benchmark, reports The Wall Street Journal. Forbes looks at 2021’s wealthiest real estate tycoons. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • October 05, 2021

    Opendoor Builds $9 Billion Debt War Chest to Buy U.S. Homes

    The company entered into an amended mezzanine debt facility with a $3 billion limit.

    Read More
  • October 05, 2021

    Opendoor Builds $9 Billion Debt War Chest to Buy U.S. Homes

    The company entered into an amended mezzanine debt facility with a $3 billion limit.

    Read More
  • October 05, 2021

    Income and Principal Interest Open QTIP Trust to Taxation

    Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.

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  • October 05, 2021

    Income and Principal Interest Open QTIP Trust to Taxation

    Oregon Supreme Court deems out-of-State QTIP trust part of surviving spouse’s estate.

    Read More
  • October 05, 2021

    Sovereign Wealth Funds Pick Up Pace on U.S. Industrial Acquisitions

    Asian institutional investors in particular have shown a strong appetite for U.S. industrial portfolios.

    Read More
  • October 05, 2021

    Sovereign Wealth Funds Pick Up Pace on U.S. Industrial Acquisitions

    Asian institutional investors in particular have shown a strong appetite for U.S. industrial portfolios.

    Read More
  • October 05, 2021

    Hightower Invests in $1B Florida RIA Landsberg Bennett

    The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next generation training program to the broader Hightower, according to the announcement.

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  • October 05, 2021

    Michael Kitces' #FASuccess Podcast: How John Kennedy Uses an EOS to Build His Business

    CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.

    Read More
  • October 05, 2021

    Walker & Dunlop Getting First Leveraged Loan Tied to SOFR

    The $600 million seven-year loan will be benchmarked to the Secured Overnight Financing Rate.

    Read More
  • October 05, 2021

    RetireOne, Midland Launch New Zero-Commission, Unbundled Annuity

    RetireOne says its new contingent deferred annuity is the first widely available CDA built for registered investment advisors.

    Read More
  • October 05, 2021

    Law Firm at Center of Pandora Helped Global Rich Hide Money

    In sheer size, the leak of the financial records known as the Pandora Papers eclipses that of the Panama Papers in 2016. 

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  • October 05, 2021

    Gundlach’s DoubleLine Plans ETF Entrance With Stock, Bond Funds

    DoubleLine Capital intends to create the DoubleLine Opportunistic Bond ETF and the DoubleLine Shiller CAPE U.S. Equities ETF.

    Read More
  • October 04, 2021

    SEC: California Firm Misled Clients About Fee Markups

    TCFG's advisory clients paid fee markups as often as 60% of the time in more than 10,000 executed transactions over the course of several years, according to the SEC complaint.

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  • October 04, 2021

    Six Must Reads for the CRE Industry Today (Oct. 5, 2021)

    The U.S. Treasury Department plans to claw back federal assistance funds from groups that haven’t distributed enough money and redistribute them to communities in need, reports The Wall Street Journal. Pensions & Investments found real estate investment managers have rebounded strongly as the pandemic has receded. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • October 04, 2021

    Loan on Land Under Troubled Times Square Hotel Pitched for Sale

    The mezzanine loan on the land beneath Times Square Edition, with a 5.1 percent interest rate, is in the “fulcrum position” of the debt stack.

    Read More
  • October 04, 2021

    Q&A With Daffy’s Adam Nash

    Who got their fintech in my philanthropy?

    Read More
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We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

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