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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
  • October 22, 2020

    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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  • October 19, 2020

    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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  • October 13, 2020

    Complimentary Podcast Interview

    Want to showcase your practice? We're offering a complimentary podcast interview for a few selsct practices

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  • October 07, 2020

    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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  • September 30, 2020

    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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  • July 29, 2020

    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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  • July 27, 2020

    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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  • July 13, 2020

    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

    Read More
  • May 23, 2022

    Placating stakeholders could drive a stake through corporate reputation

    Companies need to be able to recognize changing facts on the ground, assess corporate values and capabilities, and decide on a response in real time.

    The post Placating stakeholders could drive a stake through corporate reputation appeared first on InvestmentNews.

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  • May 20, 2022

    SEC orders Wells Fargo to pay $7 million for anti-money-laundering failures

    The firm was more than five months late on average in filing suspicious activity reports involving wire transfers to and from foreign countries suspected of terrorism financing and other illegal money movements.

    The post SEC orders Wells Fargo to pay $7 million for anti-money-laundering failures appeared first on InvestmentNews.

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  • May 20, 2022

    Wells Fargo used fake job interviews to promote diversity: Report

    The job interviews seemed designed to bolster Wells Fargo's record of its diversity efforts rather than actually hiring women or people of color, the New York Times reported.

    The post Wells Fargo used fake job interviews to promote diversity: Report appeared first on InvestmentNews.

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  • May 20, 2022

    Strategic Retirement Partners picks Securian for its PEP

    Securian will serve as the pooled plan provider and ERISA 3(16) fiduciary, while Strategic Retirement will provide ERISA 3(38) investment management and consulting services.

    The post Strategic Retirement Partners picks Securian for its PEP appeared first on InvestmentNews.

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  • May 20, 2022

    S&P 500 Sinks Into Bear Market Amid Brutal Equities Selloff

    The drop is part of a seven-week slide in the broad measure that qualifies as the longest since the dot-com bubble was bursting in 2001.

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  • May 20, 2022

    IMA Wealth offers small-plan retirement program

    Alerus serves as the designated 3(16) plan administrator and T. Rowe Price serves as record keeper.

    The post IMA Wealth offers small-plan retirement program appeared first on InvestmentNews.

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  • May 20, 2022

    Seven Tips to Help Financial Advisor Firms Protect their Customer Lists

    Taking steps to establish that customer relationships are a trade secret may be the best way to protect these valuable assets.

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  • May 20, 2022

    SEC Fines Wells Fargo Advisors $7M For Anti-Money Laundering Lapses

    SEC Enforcement Division Director Gurbir S. Grewal said the enforcement action indicated that 'AML obligations are sacrosanct' for registrants.

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  • May 20, 2022

    SEC Fines Wells Fargo Advisors $7M for Anti–Money Laundering Lapses

    SEC Enforcement Division Director Gurbir S. Grewal said the enforcement action indicated that 'AML obligations are sacrosanct' for registrants.

    Read More
  • May 20, 2022

    Morgan Stanley’s Parametric moves the wirehouse into ETF management

    Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.

    The post Morgan Stanley’s Parametric moves the wirehouse into ETF management appeared first on InvestmentNews.

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  • May 20, 2022

    No longer ‘annuicide’: How insurance products are reaching the fee-based channel

    RIA Lab session looks at the insurance industry's evolution toward providing custodial-like relationships with advisers.

    The post No longer ‘annuicide’: How insurance products are reaching the fee-based channel appeared first on InvestmentNews.

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  • May 20, 2022

    Art Is an Investment to Appreciate

    Even if an artwork doesn’t increase in value, it provides its owner intangible benefits that equities do not.

    Read More
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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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