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Adviser First Partners Blog

Financial Planning

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Wealth Management Magazine

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

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  • March 24, 2021

    Michael Kitces' #FASuccess Podcast: Coventry Edwards-Pitt on Helping Multi-Generational Families

    Ballentine Partners' Coventry Edwards-Pitt details the problems that very large sums of money can exacerbate rather than solve.

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  • March 24, 2021

    An Uptick in Art Rental Appraisal Requests

    What are the causes and consequences?

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  • March 24, 2021

    Michael Kitces' #FASuccess Podcast: Coventry Edwards-Pitt on Helping Multigenerational Families

    Ballentine Partners' Coventry Edwards-Pitt details the problems that very large sums of money can exacerbate rather than solve.

    Read More
  • March 24, 2021

    Drafting Trusts for Children After the SECURE Act

    Clients need to carefully weigh income taxes against asset protection concerns

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  • March 24, 2021

    Legal Challenges and Solutions for Trustees of Trust-Owned Life Insurance

    Active and careful management is required

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  • March 24, 2021

    Building Resilience in A Family Enterprise

    Like a muscle, it requires exercise and effort

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  • March 24, 2021

    Are Financial Advisors Turning Away From Attorney Referrals?

    Rethinking the interaction of estate planning and wealth management practices

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  • March 24, 2021

    Selecting the Best Fit in Long-Term Care Coverage

    Factors to consider to identify the product that meets your client’s needs

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  • March 24, 2021

    Blucora’s Proxy Battle Wages On

    In the latest salvo, Blucora criticized Ancora's slate of board nominees, saying the firm deserves directors built on "merit, experience or talent," not "prior business relationships."

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  • March 24, 2021

    New Laws for New Policies

    Changes to IRC Section 7702 encourage stability and reduce risk for permanent life insurance

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  • March 24, 2021

    Tips From the Pros: Undue Influence: Focus Factors During a Pandemic

    Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities

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  • March 24, 2021

    Fairbairn v. Fidelity Investments Charitable Gift Fund: Case Decided But Policy Issues of Donor-Advised Funds Will Remain in Spotlight

    Christopher P. Woehrle discusses the court’s decision against the donors and in favor of Fidelity

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  • March 24, 2021

    Tax Law Update: April 2021

    David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

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  • March 24, 2021

    On the Cover: April 2021

    Legal editor Anna Sulkin discusses this month's cover.

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  • March 24, 2021

    Top 20 U.S. Markets for Apartment Net Absorption

    These markets saw the strongest net absorption of apartment units in 2020, even amid a pandemic.

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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

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