IRS Issues Final Regulations on Carried Interests
The final regs depart significantly from the proposals released on July 31, 2020.
Read MoreNews
-
-
Senior Living Centers’ New Sales Pitch: Sign Lease, Get Vaccine
Hard-hit senior living facilities marketing themselves by promising coveted vaccine shots.
Read More -
Riskalyze Fintech Report Card: December 2020
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Read More -
Advisors See Opportunity in Commercial Real Estate
Spurred by client interest, advisors are looking to capitalize on this versatile asset class
Read More -
Merchant-Backed Summit Launches Custom Capital Model
Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a discount and upfront capital in exchange for a minority equity stake.
Read More -
Merchant-Backed Summit Launches Custom Capital Model
Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a discount and upfront capital in exchange for a minority equity stake.
Read More -
10 Must Reads for the CRE Industry Today (Jan. 22, 2021)
The New York Times looks at whether cash-strapped New York City is more likely to get a casino. The Wall Street Journal looks at the challenges faced by new small-time landlords. These are among today’s must reads from around the commercial real estate industry.
Read More -
10 Must Reads for the CRE Industry Today (Jan. 22, 2021)
The New York Times looks at whether cash-strapped New York City is more likely to get a casino. The Wall Street Journal looks at the challenges faced by new small-time landlords. These are among today’s must reads from around the commercial real estate industry.
Read More -
MBA Wants to See More Stimulus Money for Renters, Restaurants, Hotels and Retailers
“While we all want to protect health, we also have to fund our mandates,” says MBA’s policy head Mike Flood.
Read More -
MBA Wants to See More Stimulus Money for Renters, Restaurants, Hotels and Retailers
“While we all want to protect health, we also have to fund our mandates,” says MBA’s policy head Mike Flood.
Read More -
Lido Advisors AUM Jumped 35% in 2020
Los Angeles-based Lido Advisors added approximately $2 billion in new assets in 2020.
Read More -
iCapital Network Buys LMS AI Insight
iCapital Network moved closer to its overall vision of a one-stop alternative asset platform, buying LMS AI Insight.
Read More -
iCapital Network Buys LMS AI Insight
iCapital Network moved closer to its overall vision of a one-stop alternative asset platform, buying LMS AI Insight.
Read More -
Mercer Advisors Acquires $440 Million Spokane Firm
Mercer's purchase of Hart Capital Management represents the sixth deal the large RIA has announced this month.
Read More -
The 4 Basic Success Tenets of Elite Advisors
With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—don't neglect these qualities of elite advisors.
Read More -
The 4 Basic Success Tenets of Elite Advisors
With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—don't neglect these qualities of elite advisors.
Read More -
Michael Kitces' #FASuccess Podcast: Sten Morgan on Quanitifying the Value of His Financial Advice
Legacy Investment Planning's Sten Morgan details in depth his "the advisor is the product" philosophy.
Read More -
Michael Kitces' #FASuccess Podcast: Sten Morgan on Quanitifying the Value of His Financial Advice
Legacy Investment Planning's Sten Morgan details in depth his "the advisor is the product" philosophy.
Read More -
Biden’s First Steps on Eviction Ban Won’t Prevent Larger Crisis
“We have to get back to the basic problem that many of these tenants simply don’t have the income to pay the rent,” said Barry Zigas, senior fellow at the Consumer Federation of America.
Read More -
Biden’s First Steps on Eviction Ban Won’t Prevent Larger Crisis
“We have to get back to the basic problem that many of these tenants simply don’t have the income to pay the rent,” said Barry Zigas, senior fellow at the Consumer Federation of America.
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