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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • April 28, 2021

    Heading Back to the Office? Ask for Air Filters, Not Bleach

    “I don’t want to hear about your surface cleaning procedures, because that is a waste of time and money,” said Linsey Marr, a professor of civil and environmental engineering at Virginia Tech.

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  • April 28, 2021

    The Sensitivity of Indexed Universal Life - Part 3

    The importance of conservative assumptions.

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  • April 28, 2021

    Bonds Beat Stocks at Pension Funds, Turning 60/40 Inside Out

    The retirement funds of the top 100 U.S. public companies, with combined assets of about $1.8 trillion, have ratcheted up their fixed-income allocations to a record level.

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  • April 28, 2021

    LPL's Strategic Wealth Services Recruits $215M Team From UBS

    Advisor Chad Taylor joins Strategic Wealth Services, LPL's premium affiliation model launched a year ago, from UBS Financial Services.

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  • April 27, 2021

    Summit Financial Backs Miami-Based RIA Kandor Global 

    Kandor, which serves international clients, comes under Summit's custom capital model, launched in January.

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  • April 27, 2021

    Summit Financial Backs Miami-Based RIA Kandor Global 

    Kandor, which serves international clients, comes under Summit's custom capital model, launched in January.

    Read More
  • April 27, 2021

    Apartment Renters’ Shifted Amenities Preferences Are Likely to Last After COVID-19

    What became important to multifamily residents changed during the pandemic. Those choices are not likely to change even as things return to normal.

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  • April 27, 2021

    Apartment Renters’ Shifted Amenities Preferences Are Likely to Last After COVID-19

    What became important to multifamily residents changed during the pandemic. Those choices are not likely to change even as things return to normal.

    Read More
  • April 27, 2021

    Six Must Reads for the CRE Industry Today (Apr. 28, 2021)

    The New York Times looks at how data is changing how office buildings are operated. Shoppers have been returning to malls as vaccination numbers rise and virus cases ease, reports the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

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  • April 27, 2021

    Six Must Reads for the CRE Industry Today (Apr. 28, 2021)

    The New York Times looks at how data is changing how office buildings are operated. Shoppers have been returning to malls as vaccination numbers rise and virus cases ease, reports the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • April 27, 2021

    Exclusive Research: The Growing Role of Emerging Market Equities

    Financial advisors are shifting their strategies around emerging markets equities to help clients better take advantage of the potential growth opportunities.

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  • April 27, 2021

    Exclusive Research: The Growing Role of Emerging Market Equities

    Financial advisors are shifting their strategies around emerging markets equities to help clients better take advantage of the potential growth opportunities.

    Read More
  • April 27, 2021

    The 10-Step MRI for a Company’s Culture

    Find out where things are going well and where they can be improved.

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  • April 27, 2021

    The 10-Step MRI for a Company’s Culture

    Find out where things are going well and where they can be improved.

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  • April 27, 2021

    PIABA Pushes FINRA to Resume In-Person Arbitration Hearings

    While many courts and private arbitration forums have already opened, FINRA continues to postpone in-person arbitration, keeping investors from recovering their losses, PIABA argues in a recent letter.

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  • April 27, 2021

    PIABA Pushes FINRA to Resume In-Person Arbitration Hearings

    While many courts and private arbitration forums have already opened, FINRA continues to postpone in-person arbitration, keeping investors from recovering their losses, PIABA argues in a recent letter.

    Read More
  • April 27, 2021

    The SEC's Ad Rule: New Strategies, New Risks

    Advisors will have to take the good with the bad when it comes to using client testimonials—but they can be strategic.

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  • April 27, 2021

    The SEC's Ad Rule: New Strategies, New Risks

    Advisors will have to take the good with the bad when it comes to using client testimonials—but they can be strategic.

    Read More
  • April 27, 2021

    Trump to Get Boost in JPMorgan’s $617 Million Deal with Vornado

    JPMorgan Chase will refinance the debt on a San Francisco office tower Vornado co-owns with the Trump Organization.

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  • April 27, 2021

    Trump to Get Boost in JPMorgan’s $617 Million Deal with Vornado

    JPMorgan Chase will refinance the debt on a San Francisco office tower Vornado co-owns with the Trump Organization.

    Read More
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