Built To Be Remote: FA Match Relaunches Recruiting Platform
Taking lessons learned from the pandemic, FA Match is launching a new iteration of its advisor recruitment platform.
Read MoreNews
-
-
The Rise of Direct Indexing in a Zero Commission World
A new world of zero commission trading and direct indexing.
Read More -
LPL Expands Executive Bench As It Builds Out New Channels
The firm has added talent over the last several months to build out its employee channel, premium affiliation model and advisor training program.
Read More -
The Business Exit Strategy: Valuation
Business owners will need to be nimble, flexible and willing to pivot.
Read More -
Ten Business Lessons from Famous Novels
Sometimes the most powerful business lessons are embedded in novels.
Read More -
Is Anything Working to Improve Racial Diversity in Wealth Management?
The industry has swiftly issued statements of support for the protesters this week, and promises to "do better" for all. Beyond words, what initiatives in wealth management are actually moving the needle?
Read More -
WealthTech Winners Circle Podcast: Tech Assisting Advisors Now More Than Ever
Envestnet's Stuart DePina discusses how AI enables advisors to stay in touch with their clients.
Read More -
RBC Adds Two Wirehouse Teams in the Northeast
The brokerage has recruited a team from UBS, with $650 million in AUM, and one from Merrill Lynch, with $220 million, this week.
Read More -
COVID-19 to Take Hybrid Robo Advisors Mainstream
CB Insights says the recent market volatility shows that investors still want a human advisor relationship.
Read More -
Encourage Clients to Embrace Family History
Portraits, photography and visual art are powerful tools.
Read More -
An Operational Path Forward for Asset Managers
Hold on to the lessons of the pandemic as the industry tries to go back to "normal."
Read More -
Editor's Letter: Do RIAs Need Corporate Welfare?
The argument some RIAs are making—that the PPP loan is a business loan, no different than any other, and comes with risk, and is not bailout money—just doesn't wash.
Read More -
Focus Financial Network, More Large RIAs Disclose PPP Loans as Congress Passes Changes to Program
The new legislation will lengthen the amount of time in which businesses can spend the loan, as well as the amount of time in which they have to pay the loan back if it is not forgivable.
Read More -
More Advisors Turning to ESG Funds
Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.
Read More -
Tactical Approach Allows Flexibility to Achieve Clients’ Outcomes
Aligning Security Selection with Top-Down Macro Views
Read More -
Merrill Lynch to Pay $7.2 Million for Mutual Fund Fee Violations
According to FINRA, Merrill Lynch failed to properly supervise its thundering herd so that clients received sales charge waivers and fee rebates, impacting 13,000 accounts.
Read More -
Investors Launch Funds for Historically Ignored Entrepreneurs
Andreessen Horowitz is looking for 'entrepreneurs who did not have access to the fast track in life but who have great potential.' SoftBank launches $100 million fund for 'companies led by founders and entrepreneurs of color.'
Read More -
The Year of the Active ETF
In the first five months of 2020, the 29 new active funds, including a wave of new non-transparent ETFs, have put the industry on pace for a total of 70, exceeding 2018 (64) and 2019 (59) levels, according to First Bridge Data.
Read More -
Five Books to Gain Perspective
It's a challenging time in the world right now. Here are a few thoughtful resources to keep your mind right.
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