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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

    Read More
  • 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
  • September 29, 2023

    11 tax tips on mortgages and homeownership

    A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.

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  • September 29, 2023

    As SEC delays approving spot bitcoin ETFs, ethereum futures get a nod

    But advisors who want crypto ETFs are waiting for spot products, observers say.

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  • September 29, 2023

    As SEC delays approving spot bitcoin ETFs, ethereum futures get a nod

    But advisors who want crypto ETFs are waiting for spot products, observers say.

    Read More
  • September 29, 2023

    Citi to pay $2M for failing to mail disclosures, SEC says

    Citigroup will pay almost $2 million to settle SEC allegation that two of the bank's brokerages recommended trades to customers without appropriately mailing disclosures to them.

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  • September 29, 2023

    Latest WhatsApp sweep shows value of cooperating with SEC

    Perella Weinberg's self-reporting of violations led to a much smaller fine than those imposed on other firms.

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  • September 29, 2023

    Investors should ‘warm up’ to funds of funds, Opto says

    Many investors may shy away from such funds because of their fees.

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  • September 29, 2023

    Investors should ‘warm up’ to funds of funds, Opto says

    Many investors may shy away from such funds because of their fees.

    Read More
  • September 29, 2023

    Advisors finally being forced to reckon with client cash

    Cash has clout again and suddenly financial advisors have real decisions to make about the excess funds in their client accounts.

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  • September 29, 2023

    Advisors finally being forced to reckon with client cash

    Cash has clout again and suddenly financial advisors have real decisions to make about the excess funds in their client accounts.

    Read More
  • September 29, 2023

    Morgan Stanley raising pay hurdle for its financial advisors in 2024

    'It's a tug of war. The firms want to keep more revenue, and the financial advisors want to do the same,' an industry recruiter says.

    Read More
  • September 29, 2023

    Morgan Stanley raising pay hurdle for its financial advisors in 2024

    'It's a tug of war. The firms want to keep more revenue, and the financial advisors want to do the same,' an industry recruiter says.

    Read More
  • September 29, 2023

    Layoffs Expected At Envestnet

    Jobs will be eliminated across the company's divisions, Envestnet confirmed. Orion has also announced layoffs.

    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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