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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • February 24, 2021

    Investors Are Not Waiting to Invest in ETFs

    Despite the impact of the pandemic, 17% of ETFs launched in 2020 already have more than $100 million in assets. Investors are not waiting for a three-year anniversary to consider putting ETF money to work as they used to do with mutual funds.

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  • February 23, 2021

    These COVID Billionaire Fortunes Are Fading With the Vaccine Rollout

    The vaccine has put a break on the rapid ascent of makers of test kits, protective gear and treatments for COVID-19.

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  • February 23, 2021

    12 Must Reads for the CRE Industry Today (Feb. 24, 2021)

    COVID-19 cases in nursing homes and assisted living facilities have drastically declines since the U.S. vaccination campaign got underway, reports Axios. Marriott International has named a new CEO, reports the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

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  • February 23, 2021

    Macy’s Slides Amid Worries on Continued Pandemic Headwinds

    The department store chain expects this to be a “recovery and rebuilding year,” with net sales well below pre-pandemic forecast.

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  • February 23, 2021

    Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors

    The research firm CEO says it is an opportunity to get deeper insight into the growing RIA space.

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  • February 23, 2021

    Brooklyn Real Estate Empire Shows Strain with Rental Bankruptcy

    Evergreen Gardens Mezz LLC, part of the 900-unit Denizen apartment complex in Bushwick, is seeking Chapter 11 protection.

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  • February 23, 2021

    Mutual Fund Locks Out Founder After SEC Questions Swaps Pricing

    Infinity Q Capital Management announced it’s shutting a $1.8 billion mutual fund and that it placed James Velissaris on leave, cutting off his access to accounts and trading while hiring an expert to value holdings.

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  • February 23, 2021

    Altruist Hires TDAI Alum Pete Dorsey

    Dorsey will bring deep ties to the RIA space as Altruist's new chief strategy and revenue officer, responsible for the business growth and client support.

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  • February 23, 2021

    Five Questions for Clients Growing Their Private Foundations

    A windfall in funding provides the opportunity to deepen and expand your clients’ philanthropic agendas.

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  • February 23, 2021

    Court Sentences Texas Man to Five Years for Ponzi-like Scheme

    Jose Anibal Linares defrauded investors out of about $2 million, according to the Justice Department.

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  • February 23, 2021

    What the Permitted Use Clause Means Under COVID-19 Restrictions

    While many commercial real estate insiders have focused on the force majeure clauses, there are other aspects of lease contracts that may come into play.

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  • February 23, 2021

    Congress Expands Subpoena Power over Non-U.S. Financial Institutions

    Offshore financial institutions now have greater exposure to potential U.S. investigations.

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  • February 23, 2021

    Duran Says Goldman's PFM/Ayco Strategy Paying Off

    Goldman Sachs’ Personal Financial Management business fills unmet gaps among Ayco’s corporate client employees.

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  • February 23, 2021

    Strategic Planning Beyond the Pandemic

    Three reports identify trends that will influence retirement plan consulting in the years ahead.

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  • February 23, 2021

    Biden's Use of Fair Housing Act Could Open Doors for Development

    Exclusive suburban areas can be held to account if their policies create places where housing is consistently too expensive for people protected by the law.

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  • February 23, 2021

    Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank

    GTCR LLC and Reverence Capital Partners agreed to buy Wells Fargo Asset Management for $2.1 billion.

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  • February 22, 2021

    SEC Obtains Final Judgment Against Advisor Who Defrauded Investors of Millions

    Last November, James Booth was sentenced to 42 months in prison for conducting a Ponzi-like scheme on investors, and was ordered to pay nearly $5 million.

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  • February 22, 2021

    Eight Must Reads for the CRE Industry Today (Feb. 23, 2021)

    The Urban Land Institute looks at the debate over the future of offices. COVID-19 tests will be key to reopening events venues in New York City, reports the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

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  • February 22, 2021

    Bubble Warnings Go Unheeded as Everyone Is a Buyer in Stocks

    Up 75% from March, the S&P 500’s gain dwarfs all previous bull markets at this stage of the cycle since the 1930s.

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  • February 22, 2021

    Raging Success of First Bitcoin Fund Shows Who Leads ETF Market

    The explosive debut of the Purpose Bitcoin ETF (BTCC) happened in Canada, known for being out front in ETF product development.

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