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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 14, 2020

    The return of print

    Hard copies are back, but we promise to deliver the same great digital edition you've enjoyed over the past few months

    The post The return of print appeared first on InvestmentNews.

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  • June 12, 2020

    Are advisors in the dark about non-transparent ETFs?

    As asset managers launch funds with this new structure, lack of familiarity may hinder advisors’ adoption of them.

    Read More
  • June 12, 2020

    Muirwood Private Wealth Leaves Merrill Lynch for Sanctuary Wealth

    Sanctuary Wealth added its 35th partner firm, Muirwood Private Wealth, of Walnut Creek, Calif., the second Merrill Lynch team to leave in a week.

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  • June 12, 2020

    401(k) lawsuits keep piling up

    At least four lawsuits involving plans with more than $1 billion have been filed over the past few weeks

    The post 401(k) lawsuits keep piling up appeared first on InvestmentNews.

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  • June 12, 2020

    Market volatility shines spotlight on client risk tolerance

    Advisers say clients are staying grounded, focused on long-term investing

    The post Market volatility shines spotlight on client risk tolerance appeared first on InvestmentNews.

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  • June 12, 2020

    Just 2 states require their investment advisers to file Form CRS

    Rhode Island, Oklahoma advisers join SEC-registered advisers in meeting June 30 deadline

    The post Just 2 states require their investment advisers to file Form CRS appeared first on InvestmentNews.

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  • June 12, 2020

    U.S. Oil Fund ETF Receives Green Light To Issue More Shares

    The SEC allowed USO to issue 1 billion new shares nearly eight weeks after the fund announced it issue all remaining registered shares.

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  • June 12, 2020

    The Advantages of Smaller Advisory Firms

    Smaller firms may face challenges in broadening their practices, but they also have a unique advantage: a great deal of control over their direction.

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  • June 12, 2020

    SEC tees up virtual meet-ups for fintechs

    The regulator is encouraging innovators to reach out with specific questions or to discuss general issues

    The post SEC tees up virtual meet-ups for fintechs appeared first on InvestmentNews.

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  • June 12, 2020

    Merrill’s new advisor workstation underscores wirehouses’ big technology advantage

    Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

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  • June 12, 2020

    Merrill's latest move underscores wirehouses’ big technology advantage

    Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

    Read More
  • June 12, 2020

    Speaking to Clients About Premium Financed IUL Policies

    It’s important understand the details and risks. This sample letter may help clients and advisors alike.

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  • June 12, 2020

    Barstool Sports’ Dave Portnoy Is Leading an Army of Day Traders

    With sports canceled, Barstool Sports' Dave Portnoy started betting on the stock market instead.

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  • June 12, 2020

    Alliance for Lifetime Income sponsors Rolling Stones ‘tour’

    The radio special, which will be broadcast on stations in six cities, will raise money for pandemic relief efforts

    The post Alliance for Lifetime Income sponsors Rolling Stones ‘tour’ appeared first on InvestmentNews.

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  • June 12, 2020

    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.

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  • June 12, 2020

    Mega-rich urged to unleash $121B for desperate charities

    Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.

    Read More
  • June 12, 2020

    Finra bars former J.P. Morgan bank rep for stealing

    David Austin took $144,000 from three customers for his personal use

    The post Finra bars former J.P. Morgan bank rep for stealing appeared first on InvestmentNews.

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  • June 12, 2020

    How yield curve control differs from QE and why the Fed may be waiting

    Many observers expect the Fed to move to yield curve control in September. But not everyone is sure this move will be needed.

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  • June 12, 2020

    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.

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  • June 12, 2020

    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
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Have any Questions?

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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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