Mega-Rich Urged to Unleash $121 Billion for Desperate Charities
The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.
Read MoreNews
-
-
Raymond James Gains $350 Million Team From Merrill Lynch
"Open," "mindful" senior leadership, personal feel and an "advisor-centric culture," drew the firm to Raymond James.
Read More -
Advisors Fear Backlash For Speaking Out
Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.
Read More -
Reimagining Onboarding in a Virtual Environment
Starting with Week 1, the challenge is not about the what, but the how.
Read More -
Cash Deals Rising in RIA M&A
RIA valuations remain strong as cheap money brings more cash into the acquisition structure, according to M&A leaders Rush Benton of Captrust and Karl Heckenberg of Emigrant Partners.
Read More -
Creative Planning's Peter Mallouk on PPP Loans, Social Justice and Going Back to the Office
WealthManagement.com talked to Creative Planning CEO Peter Mallouk about why his firm had no need for a PPP loan and how he plans to increase employee diversity at one of the nation's largest independent RIAs.
Read More -
Dream Forward Acquired as Retirement Plan Tech Consolidation Heats Up
Dream Forward was bought by Expand Financial, an existing business partner.
Read More -
Nothing Is Spared in Selloff as Stock Downtick Index Hits Record
The S&P 500 Index fell more than 4%, declining for a third straight day in the longest losing streak since early March.
Read More -
Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
Twelve questions to consider and discuss.
Read More -
Robo Advisor User Base Set To Nearly Double by 2024
A new report predicts massive growth in both users and marketshare before the middle of the decade.
Read More -
Isn't This a Time When Active Managers Should Shine?
Despite favorable conditions for actively managed mutual funds, only a third outperformed their benchmark in the first four months of the year.
Read More -
Are You Being Lazy with Your LinkedIn Content?
Don’t half-bake your content strategy by only posting other people's content. It’s time to step up your game and start creating thought-leadership.
Read More -
ETFs With the Worst Three-Month Runs
Over the past 90 days, funds focused on oil, real estate and commodities are among those that have faired the worst.
Read More -
AdvisorPeak Partners With FinMason For Investment Analytics
Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.
Read More -
'Irrational Exuberance' at Play?
After the coronavirus lockdown, one has to wonder if overconfidence is driving the market now.
Read More -
Wealth Management Apps Are Terrible
Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale
Read More -
Fed Sees Zero Rates Through 2022, Commits to Keep Buying Bonds
The economy faces “considerable risks” over the medium term, the Fed said in its statement.
Read More -
Coronavirus Journal: Plans, Pivots and Parenting
Even with kids out of the house, advisor Heather Ettinger is finding that parenting her three young adult children through the crisis is more difficult than she imagined. But she does it—all while managing her firm.
Read More -
SEC Charges Trader in COVID-19 Blood Test 'Pump and Dump' Scheme
Jason C. Nielsen engaged in a 'pump-and-dump' scheme to boost interest in a biotech company in which he owned stock, hoping to sell his securities for a profit, according to a complaint filed by the SEC.
Read More -
More Companies Weigh Cutting 401(k) Match in Pandemic Pinch
As of late April, 12% of 816 companies representing 12 million workers had suspended matching contributions, according to a Willis Towers Watson survey. An additional 23% said they will or may halt them this year.
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