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Adviser First Partners Blog

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 10, 2020

    Coronavirus pandemic a setback for fintech challengers? Big banks think so

    Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.

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  • June 10, 2020

    SEC approves Finra rule setting minimum fee for expungement requests

    New floor of about $8,300 is meant to end the ‘$1 trick’ for brokers seeking quick clearing of records

    The post SEC approves Finra rule setting minimum fee for expungement requests appeared first on InvestmentNews.

    Read More
  • June 10, 2020

    Falling fund fees are forcing advisers to check under the hood

    The trend toward lower fees saved investors nearly $6 billion last year, according to data from Morningstar

    The post Falling fund fees are forcing advisers to check under the hood appeared first on InvestmentNews.

    Read More
  • June 10, 2020

    Raymond James lands 10 advisors with more than $1.05 billion in AUM

    Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents

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  • June 10, 2020

    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
  • June 10, 2020

    The online evolution of retirement plan practices

    There are opportunities in the defined-contribution world in the wake of the pandemic

    The post The online evolution of retirement plan practices appeared first on InvestmentNews.

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  • June 10, 2020

    Merrill Lynch bets on its next generation of advisers

    The wirehouse is creating a new avenue for its 'client associates' to become full-fledged financial advisers

    The post Merrill Lynch bets on its next generation of advisers appeared first on InvestmentNews.

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  • June 10, 2020

    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.

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  • June 10, 2020

    Few use CARES Act to tap retirement savings

    Even though plan sponsors are offering easy access to retirement accounts, few workers have taken advantage of that

    The post Few use CARES Act to tap retirement savings appeared first on InvestmentNews.

    Read More
  • June 10, 2020

    Market Shouldn’t Fret Biden Presidency, Scowcroft Group Says

    The resurgence in U.S. stocks from their Covid-19 crisis low in March, along with Biden’s recent strong polling numbers, have revived investor interest in the November election.

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  • June 10, 2020

    Family Offices Get Greater Access to Private Company Trades

    Family offices are increasingly turning to private markets as they look for early access to hot startups and seek returns beyond those of publicly traded securities.

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  • June 10, 2020

    Captrust acquires $1.6 billion Indiana firm

    This marks the third deal of 2020 for the $390 billion aggregator

    The post Captrust acquires $1.6 billion Indiana firm appeared first on InvestmentNews.

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  • June 10, 2020

    27-year industry veteran leaves Morgan Stanley for Wells Fargo FiNet

    The newly independent advisor oversaw $92 million in client assets.

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  • June 10, 2020

    Rising rates may lead to Fed yield-curve control, Gundlach says

    DoubleLine executive's comments come as the spread between 5- and 30-year Treasury yields hits its steepest level since 2016

    The post Rising rates may lead to Fed yield-curve control, Gundlach says appeared first on InvestmentNews.

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  • June 10, 2020

    Transparency with Diana B.: Living With Type 1 Diabetes

    COVID-19 has put the diabetic community on alert. Morgan Stanley’s Head of Philanthropy Management Melanie Schnoll-Begun, who has Type 1 diabetes, is in the thick of it.

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  • June 10, 2020

    Cheryl Nash’s Tegra118 Acquires RetireUp

    Months after Fiserv’s wealth-tech business unit relaunched as Tegra118 under private equity firm Motive Partners, the firm is expanding retirement planning capabilities with RetireUp.

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  • June 10, 2020

    Bond market debates how to tame an unpredictable yield curve

    How the Fed proceeds is key for investors who have plowed into steepening bets, a move that peaked with last week’s surge in 10- and 30-year yields.

    Read More
  • June 10, 2020

    Getting Stuck on Default

    Better understanding the current state of “stickiness.”

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  • June 10, 2020

    Why living-room lobbying may be here to stay

    The pandemic has pushed trade associations to virtual meetings to make their case with lawmakers

    The post Why living-room lobbying may be here to stay appeared first on InvestmentNews.

    Read More
  • June 10, 2020

    Banks cite gains against fintechs

    Pandemic is encouraging consumers to do business with larger companies, says Morgan Stanley's CEO

    The post Banks cite gains against fintechs appeared first on InvestmentNews.

    Read More
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We're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.

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53 Assembly Dr., Unit 60
Mendon, NY 14506

Phone: +1 (855) 502-8919
Email: info@adviserfirstpartners.com
Fax: +1 (585) 321-5624

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