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    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • November 11, 2020

    My Life as a Client: Looking at the Whole Picture

    A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Larry Marion, a recently retired custom content publisher in Newton, Mass.

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  • November 11, 2020

    Michael Kitces' #FASuccess Podcast: Morgen Rochard's Barbell Approach

    Origin Wealth Advisors' Morgen Rochard describes why she limits her practice to no more than 30 clients.

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  • November 10, 2020

    IWI Sees Significant Uptake In Applicants For New Diversity Scholarship

    The Investments and Wealth Institute reported 74 scholarships awarded to wealth management professionals of underrepresented backgrounds.

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  • November 10, 2020

    Holistiplan Adds Tax Strategist Jeffrey Levine

    The tax planning software provider added advisor and tax strategist Jeffrey Levine, who continues to hold roles at Kitces.com and Horsesmouth, to its team.

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  • November 10, 2020

    Biden Names Securities Regs Review Transition Team

    Former CFTC Director Gary Gensler will lead the team charged with examining the SEC, Commodity Futures Trading Commission, the Federal Deposit Insurance Corporation, the Federal Reserve and the National Credit Union Administration.

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  • November 10, 2020

    Dynasty Financial Partners Names John Sullivan New Business Development Leader

    After a months-long vacancy, Dynasty Financial Partners found that the right fit to lead its business development was at the firm all along.

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  • November 10, 2020

    Four Common Family Stress Fractures and 5 Steps to Repair Them

    Pandemic fatigue, the holidays and global uncertainty may turn mild dissonance into seemingly unsurmountable discord.

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  • November 10, 2020

    SEC Risk Alert Warns Multibranch Firms on Compliance Concerns

    The analysis from the SEC's Office of Compliance Inspections and Examinations said home offices needed to ensure that policies were communicated and implemented across all branches.

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  • November 10, 2020

    A Goldman Sachs Play in the Custody Game

    It looks like the firm is preparing to go “all in” on the RIA custody business.

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  • November 10, 2020

    Commercial Real Estate: A Real Alternative to Fixed Income

    With many investors seeking income alternatives to diversify their portfolios – it may be time to consider commercial real estate.

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  • November 10, 2020

    Drilling Down Into Glide Path Construction

    American Century Investments' Rick Weiss describes the philosophy behind how the firm develops its target-date funds' glide path.

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  • November 10, 2020

    FastChat Video: What Does Being Well-thy Mean?

    Listen to Jania Stout, (CPFA) Practice Leader and Co-Founder of Fiduciary Plan Advisors, discuss well-th rebalanced.

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  • November 10, 2020

    REITs Fly Under the Radar as a Smart Covid Vaccine Trade

    You'll probably be heading back to the office long before you decide to jump on a cruise.

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  • November 10, 2020

    World’s Biggest ETF Lures $9.8 Billion in a Day on Vaccine Hope

    SPY has suffered net outflows of $2.84 billion in the past year.

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  • November 10, 2020

    FastChat Video: Joining the Hightower family

    Listen to Jim Weil, Managing Partner at Private Vista, discuss the process when you are considering selling part of your business or taking a capital investment in your business.

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  • November 10, 2020

    Ten Finance Matchstick Puzzles

    Test your outside-the box creativity and familiarity with some of the more than 2,400 NYSE-listed symbols.

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  • November 10, 2020

    Mercado Group Leaves Morgan Stanley for Oppenheimer Co.

    The Mercado Group will be based in Oppenheimer’s Miami branch office.

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  • November 10, 2020

    Smarsh To Acquire AI Pioneer Digital Reasoning

    The combined firms will represent a power house in the application of natural language processing and machine learning across multiple industries, with initial focus on financial services.

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  • November 10, 2020

    Merchant Investment Management Takes Minority Stake in Baldwin Brothers

    Merchant Investment Management's minority investment in the $1.2 billion in AUM firm is meant to propel growth, Baldwin Brothers CEO says.

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  • November 09, 2020

    SEC: Unregistered Brokers Pushed Investors to Purchase Microcap Securities

    The SEC claimed that Hughe Duwayne Graham, Donald Lee Howard and Larry Louis Matyas collectively made more than $920,000 in commissions for soliciting investors about purchasing stock in U.S. Lighting Group.

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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

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