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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
  • January 27, 2021

    Unequal Inheritances

    A final parental communication

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  • January 27, 2021

    Grantor Trust Reimbursement Statutes

    A magic wand to allay the woes of grumpy trustors

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  • January 27, 2021

    Eight Must Reads for the CRE Industry (Jan. 28, 2021)

    Landlords and tenants, usually at odds, are finding themselves working together in an attempt to ward off evictions, reports the Wall Street Journal. Vacant department store space may find an unlikely new use in the form of lab space, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • January 27, 2021

    How and When Beneficiaries Are Taxed

    Help to efficiently and effectively manage trusts

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  • January 27, 2021

    Worst-performing actively managed funds of 2020 post 30% loss

    The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.

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  • January 27, 2021

    A Fiduciary Perspective On Sustainable Investing

    New opportunities for trustees for personal trusts.

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  • January 27, 2021

    As IBDs eye bank opportunities, LPL loses $1.2B program to Raymond James

    A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.

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  • January 27, 2021

    Facing Complaints, Schwab Adds Staff As Short-Term Fix

    In the midst of its integration with TD Ameritrade, Schwab is facing angry advisors fed up with poor service.

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  • January 27, 2021

    Tips From the Pros: Interesting Trends With Millennials and Trusts

    Al W. King III sheds light on the needs and concerns of the Millennial generation.

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  • January 27, 2021

    Help Life-Income Donors Contribute Their Annuity Payments to Charity

    Christopher P. Woehrle discusses how a life-income donor can contribute the right to their annuity payments in full to charity.

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  • January 27, 2021

    Tax Law Update: February 2021

    David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

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  • January 27, 2021

    Reddit crowd bludgeons Melvin Capital in warning to industry

    The explosive growth in retail day-trading, powered by platforms like Robinhood and forums like wallstreetbets, has turned the old order on its head.

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  • January 27, 2021

    On the Cover: February 2021

    Legal editor Anna Sulkin discusses this month's cover.

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  • January 27, 2021

    Atria Acquires Sixth Independent B/D, SCF Securities

    SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

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  • January 27, 2021

    Experts anticipate SEC probe of GameStop trading fluctuations

    The agency is likely parsing the activity to see if there’s deliberate manipulation or collateral effects more broadly on stock prices. Shares of the video game and consumer electronics retailer soared 93% on Tuesday and are up more than eightfold for the month.

    The post Experts anticipate SEC probe of GameStop trading fluctuations appeared first on InvestmentNews.

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  • January 27, 2021

    Brokerage platforms falter during GameStop surge

    The brokers with outages or problems include the most prominent names in the discount and online brokerage industry, including Fidelity, the Charles Schwab Corp., TD Ameritrade, ETrade Financial Corp. and Robinhood.

    The post Brokerage platforms falter during GameStop surge appeared first on InvestmentNews.

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  • January 27, 2021

    Note From the Editor: February 2021

    Editor in Chief Susan R. Lipp discusses this month's issue.

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  • January 27, 2021

    Reddit day trader army fattens fortunes of the super-rich

    A hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.

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  • January 27, 2021

    Carson Group acquires $200 million firm

    Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania.

    The post Carson Group acquires $200 million firm appeared first on InvestmentNews.

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  • January 27, 2021

    MAI Capital Buys $700M HW Financial Advisors

    MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-sized firms.

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Have any Questions?

We're here to help. Send us an email or call us at +1 (855) 502-8919. 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

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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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