Joe Biden Has a Hard Road Ahead
Remember early this year when we all thought President Trump’s impeachment was going to be the driving issue of the campaign season?
Read MoreNews
-
-
Michael Kitces' #FASuccess Podcast: Michael Kitces' Career Journey
In the 200th episode of the podcast, Michael Kitces tells his story to guest host Alan Moore.
Read More -
Holiday Greetings for Clients in Light of COVID-19
This holiday season is a time fraught with emotion, grief and loss.
Read More -
Transparency with Diana B.: How a Life-Threatening Discovery Can Change Your Practice
Guest host David Lenok talks with Craig Hersch about how his brush with death turned around his outlook on life and his practice.
Read More -
Robert Moore Returns to LPL as CEO of Private Advisor Group
The move puts him on the other side of the table at the independent broker/dealer LPL Financial, where he served as president until 2015.
Read More -
SS&C Improves Advent Capabilities
The firm behind the Black Diamond Wealth Platform announced a host of changes to its Advent lineup.
Read More -
With or Without a Pandemic, Employee Onboarding Can Be Tricky
Your revenue-generating employees are just as important, if not more important, than your revenue-paying clients. Make sure they know that starting on their first day.
Read More -
Clayton Defends Share Class Initiative in Senate Hearing
The testimony before the Senate Committee on Banking, Housing and Urban Affairs is likely to be Clayton's final appearance in Congress before leaving his role as SEC chair by year-end.
Read More -
Bill.com Targets Family Offices, UHNW With Latest Service
The payments facilitator built a tool for intermediaries that enables paying of bills on behalf of their clients.
Read More -
Semantic Search Startup Magnifi Hires Former Broadridge Exec as Chief Product Officer
Tom Van Horn, with experience dating back to portfolio management provider FinFolio, joins Magnifi.
Read More -
Looking Back on 60 Years of REITs
It's been six decades since REITs first came on the scene and the structure is as vital as ever within the broader commercial real estate universe.
Read More -
Your Colleagues are Your Most Important Clients
The small stuff is the big stuff when it comes to intraoffice relationships.
Read More -
Wealth Planning Recommendations for Post-2020 Election
Although the politically driven urgency around tax planning has subsided, it’s still a valuable time to revisit your client’s plan.
Read More -
Video Interview: New Views of the RIA Model
Discover the benefits of the RIA model in this interview with top industry recruiter Mindy Diamond.
Read More -
Lido Advisors Buys Fixed Income Team from First Western Capital Management
Lido’s purchase from First Western Financial builds out its investment offerings and services to clients.
Read More -
DOL's Fiduciary Proposal Is Running Short on Time
The Labor Department's potential fiduciary exemption faces review by an incoming Biden administration if it is not published in its final form 60 days before the inauguration.
Read More -
Yield Hunters Have Three Options
The traditional “60/40” portfolio of stocks and bonds can be saved with a few modest tweaks.
Read More -
Why Your Clients Should Be Afraid of Ghosts
Being aware of this threat is imperative in helping protect your clients from identity theft.
Read More -
Help Prepare Clients For a Biden Presidency
Five tax-planning questions to answer before year-end.
Read More
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
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company