News

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.

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.

Complimentary Podcast Interview

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

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

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

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”?

Mistakes That Can Destroy Your Career

What I learned as a junior officer in the Navy on how not to destroy your career.

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

4 tips for rolling over all of your client's old 401(k)s

How Can Financial Advisors Best Leverage the Opportunities in Front of Them?

Focus on marketing outreach, technology and talent.

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor

Derek Notman, the founder of Couplr and Conneqtor, shares his future wealthtech outlook.

Realtors' Expertise Maximizes IRA Returns for Retirement

Unveiling the blueprint: realtors' real estate path to retirement.

WealthStack Roundup: Hearsay Social Study Reveals Increased Engagement, Shifts In Types Of Content

Also, Orion Client Portal now connects To Redtail, Clearwater Analytics and J.P. Morgan Asset Management integrate platforms and retirement technology platform Smart acquires ProManage.

3 things First Republic advisors risk if they stay at JPMorgan Chase

Congressional bill seeks to give small advisor firms a break with SEC

The rise of the not-so-rich investors

Key Takeaways From Wealth Management EDGE

Main themes discussed at WealthStack, Inside ETFs and the main stage of the conference.

FPA: Advisors Looking More Favorably on Alts

The survey by the FPA's Journal of Financial Planning found more than half of advisors recommend clients allocate to funds with access to alternative investments. Almost 25% allocate to PE funds, twice the number from four years ago.

10 Must Reads for Real Estate Investors for the Weekend (June 2, 2023)

REITs are seeking higher share prices by stepping up mergers and acquisitions, reported Bisnow. Blackstone has brought its office holdings from 60% of its portfolion in 2007 down to 2% today, according to The Real Deal. These are among today’s must reads for real estate investors.

Financial Literacy Advocate Brings First Fraternity to Financial Planning

Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.