Verified Veteran Owned Business
  • Home
  • Pricing
  • Placement Services
  • Principal/Agent
  • White Label
  • News
  • Sign Up
  • Login

News

Categories

All

Adviser First Partners Blog

Financial Planning

Investment News

Wealth Management Magazine

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • April 19, 2021

    Old-School Quant Investor Is Taking a Value Victory Lap

    David Booth, co-founder of quant giant Dimensional Fund Advisors, is finding a receptive audience for his belief that value investing will win out in the long haul -- just like the academics said it would.

    Read More
  • April 19, 2021

    WMRE's Common Area: The Government as a Tenant

    Newmark's William Hill discusses how the government as a tenant has fared during the pandemic and what that means for real estate investors.

    Read More
  • April 19, 2021

    An Ether ETF Isn’t Even Launched and Already There Is a Fee War

    Evolve Funds Group Inc. is waiving the 0.75% management fee on its upcoming Ether ETF, ticker ETHR, until May 31, making it cheaper than two competing products.

    Read More
  • April 19, 2021

    Expanding Asset Manager Investment Approaches Beyond SMAs

    Weighing the pros and cons of porting your successful investing strategies into an ETF wrapper.

    Read More
  • April 19, 2021

    Global Derivatives Market Embraces Pact to Preempt Libor Pain

    The pact allows for Libor to automatically be yanked from hundreds of trillions of dollars of interest-rate swaps, futures and options and replaced with another rate.

    Read More
  • April 19, 2021

    Seven Must Reads for the CRE Industry Today (April 19, 2021)

    Boosted by vaccinations and a resulting drop in cases at seniors housing facilities, REITs in that sector have begun to rebound, reports McKnight’s Senior Living. Commercial Observer looks at how investors are using proptech to help make their buildings greener. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • April 19, 2021

    Blackstone to Sell $3 Billion Australian Logistics to ESR

    The sale would mark the largest real estate transaction in Australia in five years.

    Read More
  • April 19, 2021

    The Data Center Construction Pipeline Keeps Growing

    While the pace of growth for data centers might slow as more people go back to the office, the long-term outlook remains robust.

    Read More
  • April 16, 2021

    From Active to Passive: How Investors Can Transition Tax-Efficiently

    This short video shows you how the process works—and why, for your tax-sensitive clients, broad market exposure via an SMA may be the better choice over an ETF.

    Read More
  • April 16, 2021

    Advisor Innovations: Mindy Diamond on The Growing Affiliation Models for Financial Advisors

    In the inaugural episode of the Advisor Innovations podcast, recruiter and consultant Mindy Diamond discusses how the advice industry has changed, why advisors change firms, and how the lines between the traditional business affiliation models are getting blurrier and blurrier.

    Read More
  • April 16, 2021

    Municipal Market Update: Strategies for Navigating a Low Rate Environment

    Wednesday, May 12, 2021 | 2:00 PM Eastern Daylight Time

    Read More
  • April 16, 2021

    This Week in Wealth Management M&A

    The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021.

    Read More
  • April 16, 2021

    Fund News Advisors Can Use: Rob Arnott Brings Model Portfolios to Advisors

    In this week’s fund news, Rob Arnott launches four model portfolios; Ritholtz’s clients reap the benefits of tax loss harvesting through direct indexing; and DFA celebrates its 40th anniversary.

    Read More
  • April 16, 2021

    Nine Must Reads for the CRE Industry (April 17, 2021)

    Some office owners are investing in a new wireless option that provides more speed and security, reports the Commercial Observer. The NMHC released its annual ranking of the top owners and managers of apartments. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • April 16, 2021

    The Stoic’s Guide to Financial Management

    The ancient practice offers useful insights for advisors to regulate their own emotions and better serve their clients.

    Read More
  • April 16, 2021

    Morgan Stanley Wealth Management Posts Record New Asset Flows of $105B

    The firm’s net new assets in the wealth management business were up 183% from a year ago, which executives attribute to net new clients, asset consolidation from existing clients, and stock plan retention.

    Read More
  • April 16, 2021

    Simplicity in Fixed Income Investing Is a Thing of the Past

    The difference versus one year ago is investing opportunities are less obvious and not sitting at the surface.

    Read More
  • April 16, 2021

    Five Tips for Detecting Social Engineering Security Attacks

    High-net-worth families and family offices may be particularly vulnerable.

    Read More
  • April 16, 2021

    Family Offices Targeting 800% Returns with SPAC Economics

    But family offices—the discrete, sometimes secretive firms that manage the affairs of the ultra-rich—have been one of the biggest driving forces.

    Read More
  • April 16, 2021

    How to Successfully Integrate an Associate Advisor into Your Practice

    Advisor-leaders need to set clear, specific objectives for junior advisors.

    Read More
  • 1
  • 2
  • 3
  • 995
  • 996
  • 997
  • 998

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 Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
  • New Item
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
  • New Item
  • New Item
Get In Touch

P.O. Box 12
Ionia, NY 14475

Phone: +1 (585) 329-9661
Email: info@adviserfirstpartners.com

© 2025 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company