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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • March 10, 2021

    Merchant Investment Management Takes Stake in M&A Matchmaker

    The move reunites former United Capital acquisition executives Matt Brinker and Allen Darby.

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  • March 10, 2021

    Will Stimulus Checks Put Disabled Clients’ Benefits at Risk?

    Money deposited in an ABLE account doesn’t count toward the $2,000 cap.

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  • March 10, 2021

    Wall Street A-Listers Fled to Florida. Many Now Eye a Return

    More Manhattanites relocated to Jersey City, Los Angeles, Philadelphia, Chicago and Hoboken, New Jersey, than they did to either Miami or Palm Beach.

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  • March 10, 2021

    Wall Street A-Listers Fled to Florida. Many Now Eye a Return

    More Manhattanites relocated to Jersey City, Los Angeles, Philadelphia, Chicago and Hoboken, New Jersey, than they did to either Miami or Palm Beach.

    Read More
  • March 10, 2021

    French Asset Manager iM Global Partner to Acquire Litman Gregory

    iM Global will use the asset management firm, which has about $4 billion in assets under management, as an extension of its distribution subsidiary, iM Global U.S., and plans to keep the wealth management unit independent.

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  • March 10, 2021

    What’s in the $1.9 Trillion Stimulus Bill Biden Is About to Sign

    The key items in the massive bill that now goes to President Joe Biden's desk to sign.

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  • March 10, 2021

    What’s in the $1.9 Trillion Stimulus Bill Biden Is About to Sign

    The key items in the massive bill that now goes to President Joe Biden's desk to sign.

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  • March 10, 2021

    12 Must Reads for the CRE Industry Today (March 11, 2021)

    The standardization of multifamily leasing language nationally may leave more renters subject to eviction, reports Marketwatch. Citigroup is testing at-home COVID-19 tests to employees in some markets as it tinkers with its return to office strategy. These are among today’s must reads from around the commercial real estate industry.

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  • March 10, 2021

    12 Must Reads for the CRE Industry Today (March 11, 2021)

    The standardization of multifamily leasing language nationally may leave more renters subject to eviction, reports Marketwatch. Citigroup is testing at-home COVID-19 tests to employees in some markets as it tinkers with its return to office strategy. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • March 10, 2021

    Benefits of Donating Real Estate to Charity

    A tax-smart approach to maximize your philanthropic impact.

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  • March 10, 2021

    Benefits of Donating Real Estate to Charity

    A tax-smart approach to maximize your philanthropic impact.

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  • March 10, 2021

    The Pandemic Is a Year Old. Here's the Best (and Worst) of Advisor Tech

    Advisors on the technology that really stood out during the COVID-19 crisis, and the tools that fell flat.

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  • March 10, 2021

    Biden's DOL Will Not Enforce Trump-era ESG Rule

    The Department of Labor also announced it would not enforce a rule concerning proxy voting, saying they'd heard from stakeholders that the rules had a "chilling effect on appropriate integration of ESG factors in investment decisions."

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  • March 10, 2021

    Biden's DOL Will Not Enforce Trump-era ESG Rule

    The Department of Labor also announced it would not enforce a rule concerning proxy voting, saying they'd heard from stakeholders that the rules had a "chilling effect on appropriate integration of ESG factors in investment decisions."

    Read More
  • March 10, 2021

    City of London Firms Restart Office Moves After Covid Pause

    AllianceBernstein, Mondrian Investment Partners moving ahead with plans to sign new leases for office space in city center.

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  • March 10, 2021

    City of London Firms Restart Office Moves After Covid Pause

    AllianceBernstein, Mondrian Investment Partners moving ahead with plans to sign new leases for office space in city center.

    Read More
  • March 10, 2021

    Some Retailers Are Opening New Stores. But Who Are They and What Do They Ask For?

    There are retail tenants out there looking to expand by taking advantage of rent discounts and favorable lease structures.

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  • March 10, 2021

    Some Retailers Are Opening New Stores. But Who Are They and What Do They Ask For?

    There are retail tenants out there looking to expand by taking advantage of rent discounts and favorable lease structures.

    Read More
  • March 10, 2021

    Scrivener’s Errors Cause Havoc in Estate Plan

    PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.

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  • March 10, 2021

    France is About to Take Apart Brussels IV

    If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.

    Read More
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