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

CFP Board seeks to unleash the beauty of planning careers

CFP Board seeks to unleash the beauty of planning careers

Black-owned RIA leader: How wirehouses can improve on DEI

Black-owned RIA leader: How wirehouses can improve on DEI

Advisors skeptical about replacing income tax with national sales tax

The House Republican bill is likely to hit a wall in the Democratic-majority Senate. There might be a better chance to extend some 2017 tax cuts set to expire in 2025,

Advisors skeptical about replacing income tax with national sales tax

The House Republican bill is likely to hit a wall in the Democratic-majority Senate. There might be a better chance to extend some 2017 tax cuts set to expire in 2025,

It's official: 2022 was the best annuity sales year in history

It's official: 2022 was the best annuity sales year in history

Goldman Sachs slashes CEO Solomon's pay about 30% to $25 million

Goldman Sachs slashes CEO Solomon's pay about 30% to $25 million

Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google

Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.

Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google

Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.