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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
  • June 29, 2022

    Griffin’s Citadel Seen Behind Record $363 Million Miami Land Purchase

    The firm said last week that it plans to partner with developer Sterling Bay to build an office tower on Brickell Bay, which spans less than a mile in the city’s business district.

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  • June 29, 2022

    Griffin’s Citadel Seen Behind Record $363 Million Miami Land Purchase

    The firm said last week that it plans to partner with developer Sterling Bay to build an office tower on Brickell Bay, which spans less than a mile in the city’s business district.

    Read More
  • June 29, 2022

    Prime Pensions acquires Northwest Retirement Plan Consultants

    The acquisition diversifies Prime Pensions' client base and extends its geographic presence.

    Read More
  • June 29, 2022

    A happenstance focus on wealthy widows

    Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.

    Read More
  • June 29, 2022

    Law firm hired by Finra bats down criticism of its selection of arbitrators

    The review by Lowenstein Sandler gives no credence to a Georgia judge's critique of Finra's process for selecting arbitration panelists.

    Read More
  • June 29, 2022

    Romance Scams Explode, Leaving Broken Hearts and Millions Lost

    The pandemic led to a boom in dating fraud. Banks and wealth managers are rushing to keep up.

    Read More
  • June 29, 2022

    Citadel Securities’ Business Head Nazarali Leaves for Joint Crypto Venture With Virtu

    Citadel Securities is investing in and developing its crypto product with help from Virtu Financial Inc., Charles Schwab Corp. and Fidelity Digital Assets.

    Read More
  • June 29, 2022

    Crypto Tax Cheats Likely to Get Relief as US Crackdown Hits Snag

    The Treasury Department and the Internal Revenue Service are likely to push off a January date for the firms to begin tracking data such as customers’ capital gains and losses.

    Read More
  • June 29, 2022

    Citadel Securities’ Business Head Nazarali Leaves for Joint Crypto Venture With Virtu

    Citadel Securities is investing in and developing its crypto product with help from Virtu Financial Inc., Charles Schwab Corp. and Fidelity Digital Assets.

    Read More
  • June 29, 2022

    Crypto Tax Cheats Likely to Get Relief as US Crackdown Hits Snag

    The Treasury Department and the Internal Revenue Service are likely to push off a January date for the firms to begin tracking data such as customers’ capital gains and losses.

    Read More
  • June 29, 2022

    Romance Scams Explode, Leaving Broken Hearts and Millions Lost

    The pandemic led to a boom in dating fraud. Banks and wealth managers are rushing to keep up.

    Read More
  • June 29, 2022

    Crypto tax cheats likely to get relief as US crackdown hits snag

    Firms are supposed to begin tracking data such as customers’ capital gains and losses starting in January.

    Read More
  • June 29, 2022

    Inflation rising but 401(k) mutual fund fees falling, says ICI report

    The downward trend in the expense ratios that 401(k) plan participants incur for investing in mutual funds continued in 2021.

    Read More
  • June 29, 2022

    Facet Adds to Exec Team as Markets Downshift

    Buoyed by Series C capital raise, Facet Wealth adds four new executive hires, hoping conflict-free advice for the masses resonates in a turbulent market.

    Read More
  • June 29, 2022

    Facet Adds to Exec Team as Markets Downshift

    Buoyed by Series C capital raise, Facet Wealth adds four new executive hires, hoping conflict-free advice for the masses resonates in a turbulent market.

    Read More
  • June 29, 2022

    A Major Consideration Regarding Term Insurance

    What product the policy can be converted to is an important issue.

    Read More
  • June 29, 2022

    A Major Consideration Regarding Term Insurance

    What product the policy can be converted to is an important issue.

    Read More
  • June 29, 2022

    Chadwick Boseman’s Estate Reaches Amicable Agreement

    The late actor’s assets will be split evenly between his widow and parents.

    Read More
  • June 29, 2022

    Chadwick Boseman’s Estate Reaches Amicable Agreement

    The late actor’s assets will be split evenly between his widow and parents.

    Read More
  • June 29, 2022

    Market Volatility, Currency Fluctuations Dampen Cross-Border Investment in U.S. CRE

    Rising rates and inflation are making it hard for foreign investors to assign correct valuations to assets. But experts say those are temporary setbacks and cross-border investment will rebound.

    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.

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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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