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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Investing Platform Seeds Raises $10M in Series A Funding
This latest round brings Seed’s total funding to $15 million, which will go to hiring and development.
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Steward Partners Adds $700M-Georgia-Based Moore’s Wealth
Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth.
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How AI reduced the need for a virtual assistant: Show Me Your Stack
Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.
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SEC Aims To Fill Roles Vacated During Trump-Era Staff Departures
According to Chair Paul Atkins, the agency has 4,200 employees, down from a high of 5,000 last year. One former SEC policy advisor said morale is near an all-time low.
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The pandemic changed where financial advisors live. Here's how
Conventional wisdom says that financial advisors choose to work in areas based on factors like the presence of wealthy families. That doesn't seem to be the case in a post-pandemic world.
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Schwab to Launch Membership Program Targeting Breakaways
Charles Schwab’s ProDirect, launching in July, will offer independent RIAs third-party vendor deals and business consulting that goes beyond its traditional custodial offering for “entrepreneurial” RIAs.
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
Eaglebrook Advisors' Kristen Mirabella details how crypto's role in wealth management has evolved.
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Dynasty Financial: How It's Implementing Its 'Model Select' Program
The RIA platform rolled out the program in November for advisors who had been independently constructing portfolios and wanted to outsource trading and investment management.
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Three oXYGen Financial Advisors Create New Brand on Bluespring Platform
Advisors Brandon Hayes, Eric Pucciarelli and Cristina Briboneria have launched ClariVise Private Wealth with Bluespring’s support.
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Simon Quick Establishes Texas Practice with Ex-Northern Trust Advisors
Morristown, N.J.-based RIA Simon Quick has established a presence in Texas with three new Dallas-based advisors and a specialization in business exit planning.
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Is scale a necessary evil in wealth management?
In a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.
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Advisor Trio Departs Procyon to Launch RIA
Three advisors recently left Dynasty-backed Procyon Partners to set up Third View Private Wealth, an RIA in Westport, Conn.
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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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