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Wealth Management Magazine

Adviser First Partners Blog

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • June 21, 2020

    Outlook for the economy remains cloudy

    Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses

    The post Outlook for the economy remains cloudy appeared first on InvestmentNews.

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  • June 21, 2020

    Panic selling gives way to fear of missing out

    Experts debate the effects of the stimulus spending and Fed rescue efforts on the future of the economy

    The post Panic selling gives way to fear of missing out appeared first on InvestmentNews.

    Read More
  • June 19, 2020

    Trump to nominate SEC Chairman Clayton as U.S. Attorney in New York

    Jay Clayton would replace Geoffrey Berman, who is exiting after 2½ years in the job

    The post Trump to nominate SEC Chairman Clayton as U.S. Attorney in New York appeared first on InvestmentNews.

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  • June 19, 2020

    Trump, Biden and Social Security’s future: Benefit cuts or higher taxes?

    The program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.

    Read More
  • June 19, 2020

    Robinhood’s new traders ignore danger signs to bet on stocks

    The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.

    Read More
  • June 19, 2020

    Borzi challenges SEC to use Reg BI to attack revenue sharing conflicts

    The architect of the DOL fiduciary rule remains skeptical of the SEC measure

    The post Borzi challenges SEC to use Reg BI to attack revenue sharing conflicts appeared first on InvestmentNews.

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  • June 19, 2020

    FINRA Updates Suitability Rule Language to Align With Reg BI

    The regulatory agency for broker/dealers has changed language to make clear that its' rule would not apply to recommendations covered by the SEC's rule, which will be implemented on June 30.

    Read More
  • June 19, 2020

    J.D. Power survey: 401(k) savers lack help from plan providers

    Only 15% of participants in the survey said they received messages through mobile apps at the beginning of the COVID-19 crisis

    The post J.D. Power survey: 401(k) savers lack help from plan providers appeared first on InvestmentNews.

    Read More
  • June 19, 2020

    Benefits administrators plead guilty to $15 million embezzlement

    The Texas couple made 90 unauthorized distributions from pension and retirement plans they ran

    The post Benefits administrators plead guilty to $15 million embezzlement appeared first on InvestmentNews.

    Read More
  • June 19, 2020

    Three Questions to Ask Before Selling Your Practice

    Don't sell your practice before answering these three questions!

    Read More
  • June 19, 2020

    What Are Clients Looking for Post-COVID-19?

    Five questions (and answers) that may better inform your client communications in the new normal.

    Read More
  • June 19, 2020

    What Are Clients Looking for Post–COVID-19?

    Five questions (and answers) that may better inform your client communications in the new normal.

    Read More
  • June 19, 2020

    Baron Davis Invests in College Savings App UNest, Named Brand Ambassador

    The startup saw investments from Northwestern Mutual and the NBA All-Star.

    Read More
  • June 19, 2020

    Avoid Uncomfortable Client Conversations by Focusing on Planning, Not Performance

    The COVID-19 pandemic has highlighted the benefits of planning, with the ensuing market volatility easier to put in perspective when both clients and advisors view it through the lens of a set of future goals. 

    Read More
  • June 19, 2020

    Rich clients should leave stock bubbles to the day traders, UBS says

    “The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.

    Read More
  • June 19, 2020

    BlackRock bets on increased ESG enthusiasm with new ETFs

    All of the funds in the suite carry a 0.18% expense ratio.

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  • June 19, 2020

    New coronavirus-themed ETF will trade under the ticker GERM

    The fund from ETFMG Managers Group will track companies focused on testing and treatments of infectious diseases.

    Read More
  • June 19, 2020

    WealthTech Winners Circle Podcast: Tech Opportunities for Today’s Advisors

    BNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale, and compete in this age where being efficient and going digital is of the utmost importance.

    Read More
  • June 19, 2020

    SEC nominee Crenshaw brings deep knowledge of agency, Reg BI

    The Democratic choice is likely to be paired with Republican Hester Peirce in the confirmation process

    The post SEC nominee Crenshaw brings deep knowledge of agency, Reg BI appeared first on InvestmentNews.

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  • June 19, 2020

    New virus-themed ETF trades under ticker GERM

    The fund's biggest holding is Moderna, whose stock price has more than tripled this year on news about vaccine it's developing

    The post New virus-themed ETF trades under ticker GERM appeared first on InvestmentNews.

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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.

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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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