Wealth Management Magazine
Adviser First Partners Blog
Insight Solutions gives advisers access to additional client data points for a fee
The post Envestnet Yodlee to launch client data analytics tool for advisers appeared first on InvestmentNews.
The COVID-19 crisis will make some employers more open to PEPs, but the recent hit to the economy could mean slow uptake for those plans
The post Secure Act’s pooled employer plans a dramatic change for 401(k)s appeared first on InvestmentNews.
The framework provides asset managers with a set of recommended actions, metrics and methodologies to help them meet the “net-zero emissions” goal by 2050.
The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.
Mercer has added Summit Wealth Advisors, a Frisco, Colo.-based RIA with $130 million in client assets.
It’s never too early for clients to prepare for potential tax changes.
The funds have recorded $248 billion in net inflows in 2020, up about 5% from this time last year.
Summit Wealth Advisors is based in Frisco, Colorado
The post Mercer acquires $130 million RIA appeared first on InvestmentNews.
IRS allows trustee-to-trustee transfer.
There is now an explosion of broker-dealers filing with the SEC to build the next generation of ATS platforms.
CI Financial takes full ownership of Balasa Dinverno Foltz, its largest RIA transaction to date. The Canadian firm has built an $11 billion wealth management business in just six months.
Hiring young advisers and sending them out to hunt for new clients usually doesn't work well. Try hunting for new clients yourself
The post Growing your firm for the future appeared first on InvestmentNews.
Advisors need to start asking their clients the tough questions.
Younger investors like bitcoin, while older investors go for gold, JPMorgan says
The post Retail investors interested in alternatives appeared first on InvestmentNews.
“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.
Exchange-traded funds saw $248 billion in net inflows so far this year, while mutual funds had $34 billion in outflows
The post ETF assets hit record as investors dump mutual funds appeared first on InvestmentNews.
The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.
When markets turn volatile, cash provides clients with confidence that they can weather the storm
The post The role of cash in a portfolio appeared first on InvestmentNews.
New opportunities and wise practices can maximize the value of your clients’ — or your own — company.
The ETF sponsor has tapped advisor Tyrone Ross as CEO of Onramp, its new alternative investment platform.
We're here to help. Send us an email or call us at +1 (585) 329-9661. 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
P.O. Box 12Ionia, NY 14475
Phone: +1 (585) 329-9661 Email: firstname.lastname@example.org
© 2024 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company