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  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • February 08, 2021

    Delays Hurt Apartment Developers Already Threatened by Rising Prices

    High materials prices and some uncertainty on fundamentals cloud the picture for multifamily development in the near term.

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  • February 07, 2021

    Trump’s Pandemic Woes Are Hitting Hardest In His Own Backyard

    Revenue at the Florida resort has tumbled, hundreds of workers have been furloughed and the broader Trump brand is under distress.

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  • February 06, 2021

    Cetera in Advanced Talks to Buy Voya's Broker/Dealer Business

    The deal, backed by Cetera's private equity parent Genstar, would likely be for Voya's brokerage network and client assets.

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  • February 05, 2021

    Giuliani Associates Lev Parnas and David Correia Sued by SEC

    Despite raising capital from investors for six years, Fraud Guarantee never developed any insurance products or sold policies to investors and never generated any revenue, according to the SEC.

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  • February 05, 2021

    Ohio Finalizes Best Interest Rule for Annuities, Joining Other States

    The rule is based off a model designed by the National Association for Insurance Commissioners that was intended to align with the SEC's Regulation Best Interest.

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  • February 05, 2021

    Fund News Advisors Can Use: Just Invest, QMA Bring Custom ESG, Tax Management to RIAs

    In this week's funds news, PGIM and SEI get into the direct indexing game and "The Convexity Maven" joins Simplify Asset Management.

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  • February 05, 2021

    Mystery Trade Adds Almost $9 Billion to Vanguard S&P 500 Fund

    The $194 billion VOO added $8.7 billion on a single day this week, two months after a record withdrawal.

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  • February 05, 2021

    Six Must Reads for the CRE Industry Today (Feb. 6, 2021)

    There are more signs that even after the pandemic that corporations will be opting for a blended work model. A survey from Fortune found that only four percent of CEOs are looking to add office space. Meanwhile, LVMH is moving to bring Tiffany staff back to its office for a minimum of two days per week starting in March, according to the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

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  • February 05, 2021

    Manhattan Office Prices Seen Falling as Much as 30% in a Year

    Tom Shapiro, CIO of GTIS Partners, predicts Manhattan office building prices might fall 20 to 30 percent.

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  • February 04, 2021

    LPL to Offer Biz Solutions Service to Non-LPL Advisors

    “If we do that well for LPL advisors, then we could easily take that to an advisor that doesn’t necessarily sit on our platform today,” CEO Dan Arnold said.

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  • February 04, 2021

    2021 State of Digital Marketing Report and Benchmarking Study

    Thursday, March 11, 2021 | 2:00 PM Eastern Standard Time

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  • February 04, 2021

    Wealth Management Deals of the Week

    A succinct roundup of the major M&A announcements for the first week of February.

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  • February 04, 2021

    Galvin Faults RBC For Failing to Oversee Broker's Trades

    The Massachusetts Securities Division alleges that Bruce Cameron invested more than $30 million of client assets into securities related to energy and over-concentrated the accounts of at least 10 investors.

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  • February 04, 2021

    Nine Must Reads for the CRE Industry Today (Feb. 5, 2021)

    President Biden’s relief package proposal includes $25 billion for struggling restaurants, reports the New York Post. Investors are buying distressed hotels with plans to convert them into apartments, according to CNBC. These are among today’s must reads from around the commercial real estate industry.

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  • February 04, 2021

    What Will Simon Property Group Do with Its SPAC?

    Industry insiders say likely logistics companies and e-commerce operators would be likely acquisition targets.

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  • February 04, 2021

    What Will Simon Property Group Do with Its SPAC?

    Industry insiders say likely logistics companies and e-commerce operators would be likely acquisition targets.

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  • February 04, 2021

    The 21 Richest NFL Owners

    You don’t have to be a billionaire to own an NFL franchise, but it sure helps.

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  • February 04, 2021

    Creative Planning Snatches Up $6B Retirement Division

    IRON Financial’s retirement division focuses on government agencies, a new focus for Creative Planning.

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  • February 04, 2021

    Creative Planning Snatches Up $6B Retirement Division

    IRON Financial’s retirement division focuses on government agencies, a new focus for Creative Planning.

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  • February 04, 2021

    GPB Capital Founder and CEO Indicted for Alleged Fraud

    In a parallel action to the DOJ’s, the Securities and Exchange Commission also charged GPB and a broker/dealer that marketed its securities with running an allegedly Ponzi-like scheme that raised over $1.7 billion.

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