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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 15, 2020

    Raymond James cuts manager after confrontation with protester goes viral

    Bond manager becomes the latest executive to lose a job after confrontation with member of a minority group is posted online

    The post Raymond James cuts manager after confrontation with protester goes viral appeared first on InvestmentNews.

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  • June 15, 2020

    Pair of acquisitions shows increased demand for retirement planning technology

    The deals come as millions of baby boomers enter retirement.

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  • June 15, 2020

    Ex-Raymond James broker faces criminal charges for defrauding elderly customers

    The SEC filed a parallel civil complaint against Frederick M. Stow for stealing nearly $1 million

    The post Ex-Raymond James broker faces criminal charges for defrauding elderly customers appeared first on InvestmentNews.

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  • June 15, 2020

    Auto-IRA bill awaits governor’s signature in Colorado

    It will become the latest state to move forward with a retirement savings program for private-sector workers

    The post Auto-IRA bill awaits governor’s signature in Colorado appeared first on InvestmentNews.

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  • June 15, 2020

    Prospecting in volatile times

    Your focus, messaging and positioning all need to be on the problems you can solve and the people you help

    The post Prospecting in volatile times appeared first on InvestmentNews.

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  • June 15, 2020

    $500M adviser team drops Merrill Lynch for Sanctuary Wealth

    Muirwood Wealth Partners marks the second team to transition away from the wirehouse in favor of an independent platform this month

    The post $500M adviser team drops Merrill Lynch for Sanctuary Wealth appeared first on InvestmentNews.

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  • June 15, 2020

    Edward Jones Outlines Steps to Address Racism

    The brokerage commits to a pay analysis and a $1 million investment in the National Urban League, among other things.

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  • June 15, 2020

    Did Kylie Jenner Lie to the IRS?

    The beauty mogul might end up in hot water after Forbes uncovered tax document inconsistencies.

    Read More
  • June 15, 2020

    Celebrity Estates: Amy Winehouse and Working with Millennial Clients

    Douglas Boneparth details ways financial advisors can get started working with millennial clients.

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  • June 15, 2020

    Largest oil ETF cleared to issue more shares, paving way for inflows

    The $4.9 billion fund has come under close scrutiny as crude’s rapid plunge forced it to quickly shift some of its giant positions on short notice.

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  • June 15, 2020

    Expert Advice for Managing Your Practice During a Health Crisis

    This timely eBook provides a powerful roadmap for helping clients mitigate uncertainty in an unstable market, work toward their goals, and stay focused on their long-term objectives amid the current global health crisis.

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  • June 15, 2020

    Social Security underpays more than 15,000 survivors

    An audit shows many retired widows and widowers are due higher survivor benefits

    The post Social Security underpays more than 15,000 survivors appeared first on InvestmentNews.

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  • June 15, 2020

    SEC Charges Advisor for Senior Fraud

    The SEC charged Nashville advisor Frederick Stow for defrauding two seniors, one a World War II veteran.

    Read More
  • June 15, 2020

    Morgan Stanley economists stick with call for V-shaped recovery

    Their forecast cites the sizable policy support from central banks and finance ministries

    The post Morgan Stanley economists stick with call for V-shaped recovery appeared first on InvestmentNews.

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  • June 15, 2020

    Tax refunds for IRAs? How about groceries instead?

    If the CARES Act stimulus checks are any indication, more people will need the money for basic expenses

    The post Tax refunds for IRAs? How about groceries instead? appeared first on InvestmentNews.

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  • June 15, 2020

    What Culture Would You Create as an Independent Advisor?

    It's difficult to achieve, but here's how two advisors helped shape their firm's culture.

    Read More
  • June 15, 2020

    TD Ameritrade Institutional Rolls Out RIAConnect Matching Service

    TD Ameritrade Institutional launches a new matching tool to help advisors find more and diverse talent.

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  • June 15, 2020

    Financial Planning Startup Origin Raises $12M

    Funding for the employee-focused financial planning tool is part of the trend of money pouring money into automated workplace planning.

    Read More
  • June 14, 2020

    Small broker-dealers are facing a dilemma

    B-Ds must ask themselves whether they’re in the advice or the sales business

    The post Small broker-dealers are facing a dilemma appeared first on InvestmentNews.

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  • June 14, 2020

    Taming your inner bear

    Behavioral economics explains a lot about investors’ jitters over the pandemic, and advisers who employ its insights can help clients avoid irrational decisions

    The post Taming your inner bear appeared first on InvestmentNews.

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Have any Questions?

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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

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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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