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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • March 25, 2021

    Nine Must Reads for the CRE Industry Today (March 26, 2021)

    New York State took a step closer to legalizing recreational marijuana with a new deal, reports The New York Times. Commercial real estate investors are showing a rising appetite for risk, according to a CBRE survey. These are among today’s must reads from around the commercial real estate industry.

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  • March 25, 2021

    20% of Corporate Executives Say They Plan to Reduce Office Space

    Another 72 percent of executives surveyed by the American Institute of CPAs said they didn’t plan to downsize.

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  • March 25, 2021

    Envestnet Adds Data, M&A And Marketing Execs

    The firm added its first ever chief data and analytics officer and its first chief marketing officer since 2013, among other leadership hires, in an effort to bring more coherence across the business lines.

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  • March 25, 2021

    SEC Charges Unregistered Brokers Who Sold Allegedly Fraudulent Securities

    The SEC claims Ronald Frank Stevenson and Jason P. Wootten unlawfully sold securities in EquiAlt, which has been accused of operating a $170 million Ponzi scheme.

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  • March 25, 2021

    Female Advisor, 69, Comes Out of Retirement to Join Snowden Lane

    Cynthia Hewitt shares her story of struggling as one of the only female advisors in the industry in the 1970s, and what prompted her to return after two years in retirement.

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  • March 25, 2021

    Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses

    Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.

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  • March 25, 2021

    What Does Expanding Cannabis Legalization Mean for CRE Investors?

    Marijuana legalization is expanding. That comes with both opportunities and challenges for commercial real estate investors.

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  • March 25, 2021

    How Elite Teams Are Communicating in the Pandemic

    The prolonged coronavirus pandemic has placed an even greater importance on proper internal communication.

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  • March 25, 2021

    The Stephen and Kevin Show: The Benefits of Social Media for Financial Advisors, Part 2

    Stephen Boswell and Kevin Nichols continue their discussion of how social media can be a great asset for advisors.

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  • March 25, 2021

    Mindy Diamond on Independence: A Rare Glimpse into the Culture, Cachet and Success of First Republic

    A conversation with Robert Thornton, Executive Vice President & President of First Republic Private Wealth Management.

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  • March 25, 2021

    Fidelity Applies for Bitcoin ETF With U.S. Securities Regulator

    The Wise Origin Bitcoin Trust would use underlying prices from exchanges that include Bitstamp, Coinbase, Gemini, itBit and Kraken.

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  • March 25, 2021

    The 20 ETFs with the Best Three-Year Returns

    ARK Investment and clean energy funds were among those posting the best returns over the past three years.

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  • March 24, 2021

    eMoney Connects With Akoya To Bolster Account Aggregation

    eMoney Advisor is plugging into a bank-backed data network as it seeks to lessen its dependence on screenscraping account aggregation.

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  • March 24, 2021

    White-Label WealthTech Provider Marstone Partners With FreeWill

    The provider of wealth technology to advisory firms and institutions adds an integration to the digital estate planning startup.

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  • March 24, 2021

    The Challenges of State Residency During COVID-19 and How A Family Office Can Provide Guidance

    A family office can help navigate complex issues due to COVID-19.

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  • March 24, 2021

    10 Must Reads for CRE Investors Today (March 25, 2021)

    Retailers and their landlords are fighting over how online sales should factor into determining percentage rent, reports the Wall Street Journal. Bloomberg Business Week looks at how some old golf courses are being redeveloped as industrial campuses. These are among today’s must reads from around the commercial real estate industry.

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  • March 24, 2021

    Force Majeure Clause Nullifies Consignment Agreement

    U.S. federal court rules COVID-19 pandemic is a “natural disaster”

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  • March 24, 2021

    Selling Artwork in a Turbulent Economy

    Consignor protections and potential treatment in bankruptcy

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  • March 24, 2021

    LPL OSJ Recruits $450M Team from Advisor Group

    Scottsdale, Ariz.-based Progressive Financial Concepts joins Wealth Consulting Group, an office of supervisory jurisdiction of LPL Financial.

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  • March 24, 2021

    Selling and Consigning Artwork in The Era of COVID-19

    Legal tips for collectors to keep in mind

    Read More
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