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

Elements launches new one-page plan app under NYT 'Sketch Guy' Carl Richards

NASAA gives advisors 5-year grace period for retaking licensing exams

5 IRA tips and tricks for advisors to note

DOL Alum Expects Latest Fiduciary Rule Update Will Be Pushed Back

Phyllis Borzi says the Labor Department may wait to learn the outcomes of several ongoing lawsuits concerning a Trump-era rule before moving forward on new regulations.

Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth

JPMorgan plays to hire about 1,300 advisors in its wealth management division in the next three years.

Fintech Bytes: Fidelity integrates with Salesforce; RightCapital launched new tool

Here's a roundup of some of the adviser fintech news you may have missed this week.

RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs

Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms. 

GOP agenda includes pressuring SEC, advancing tax legislation

The Republican party is favored to win the House in November's election. But even with control of that chamber, the legislative path for GOP bills is perilous.

SEC charges former CNBC guest analyst with $3 million fraud

U.S. Attorney’s Office files a parallel criminal charge against James McDonald, who is believed to be in hiding.

To CPT or Not to CPT, That Is the Question

How to decide whether to create a Florida Community Property Trust (with an assist from The Bard).

DeVoe Summit Dealmakers Offer Advice to Would-Be Sellers

Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.

Preserving Retirement Funds During Inflation

Asset classes like equities and real estate generally outgrow inflation.