An Insiders Guide to the World of Trusts
Attend this webinar where we will discuss topics such as common terminology, common types of trust and how they can benefit your clients.
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Mark Twain's Warning About Valuing Trusts
Reports from financial institutions can have issues that cause a trust to be incorrectly valued or that affect that the calculation of tax liability. This can lead to decisions based on faulty data and create risk for the trustee.
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Complimentary Podcast Interview
Want to showcase your practice? We're offering a complimentary podcast interview for a few selsct practices
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Adviser First Continues it's Commitment to Veterans
Continuing with our commitment to make a monthly contribution to a veterans organization on behalf of all those who register on our site, we are happy to support the Gary Sinise Foundation for the months of September and October
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Insights from our Outside Resources and why we adopted a fiduciary business behavior
Insights from our Outside Resources and why we adopted a fiduciary business behavior
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Opportunity Knocks for Smaller Trustees. Are they ready to answer?
Professional trustees and smaller trust organizations stand to benefit since they can provide the personalized service that consumers want. But the question they need to ask is “Are we ready to capitalize on this opportunity”?
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Mistakes That Can Destroy Your Career
What I learned as a junior officer in the Navy on how not to destroy your career.
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Culture, character & Industry Commoditization When Selecting a New Broker-Dealer, Hybrid or RIA.
There are numerous alternatives on the direction of your practice. Alternatives are one thing, but a solution that compliments your present practice, addresses your concerns, and supports your ideas can make finding the ideal solution a bit more
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Quad-A CEO Sheena Gray shares plans for her newly permanent role
The Association of African American Financial Advisors is holding its annual Vision conference this week.
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Made-in-America Industrial Bets Are Dethroning the Likes of ARKK
The Global X U.S. Infrastructure Development ETF (PAVE) has overtaken Cathie Wood’s ARK Innovation ETF (ARKK) as the biggest thematic fund.
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Apollo Is Selling $1B a Month of Products to the Wealthy
The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.
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Apollo moves to start private credit ETF with State Street
The offering, a mix of liquid credit and private investment, still needs regulatory approval.
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10 Investment Must Reads for This Week
Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart? These are among the investment must reads we found this week for wealth advisors.
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Morgan Stanley Sues Advisor Who Left for Raymond James
The wirehouse is accusing Corbin Hoffner of abruptly departing for Raymond James and soliciting the clients of a recently retired advisor just days after he took over the accounts.
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IBD Elite 2024: The 10 firms with the most CFPs
The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.
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LPL Adds $700M BofA Team to HNW Channel
John Duane and Gregory Giantsos are launching BrookBridge Private Wealth under LPL’s high-net-worth-focused model, LPL Private Wealth Management.
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Divorce planning for clients: A guide for financial advisors
Expertly guiding a client through the divorce process can forge long-term bonds that foster practice growth.
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FP Alpha upgrading for elections, tax law changes: Tech spotlight
Rising wealthtech platform FP Alpha is automating its AI to read more complex documents for advisors and analyzing them in ways to better prepare for major events, like tax breaks expiring in 2025.
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SEC's marketing rule sweep hits 9 firms with $1.2M in fines
RIAs including Abacus Planning Group, Beta Wealth Group, Integrated Advisors Network were accused of violations ranging from making unsubstantiated statements to claiming membership in nonexistent organizations.
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The Future of Organic Growth Goes Beyond Referrals
Chief executives at some of the largest and fastest-growing RIAs in the country argue for the need to institutionalize business development.
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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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