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Wealth Management Magazine

Adviser First Partners Blog

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • January 27, 2021

    Next Generation Tech for Estate-Planning Lawyers

    Employ lessons learned from going remote to make permanent changes

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  • January 27, 2021

    How to Make Your Practice More Diverse and Inclusive

    Set the tone for open and honest discussions about stereotypes

    Read More
  • January 27, 2021

    UBS plans $4.5B buyback after wealth management surge

    Strong 2020 returns have given a boost to the Swiss bank's new CEO, Ralph Hamers, whose start has been overshadowed by a Dutch probe into his role in a money laundering scandal at his former employer.

    Read More
  • January 27, 2021

    Fidelity releases new technology to encourage more advisors to adopt ESG

    The firm hopes the software will help firms tap into growing demand for sustainable investing.

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  • January 27, 2021

    Unequal Inheritances

    A final parental communication

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  • January 27, 2021

    Grantor Trust Reimbursement Statutes

    A magic wand to allay the woes of grumpy trustors

    Read More
  • January 27, 2021

    Eight Must Reads for the CRE Industry (Jan. 28, 2021)

    Landlords and tenants, usually at odds, are finding themselves working together in an attempt to ward off evictions, reports the Wall Street Journal. Vacant department store space may find an unlikely new use in the form of lab space, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • January 27, 2021

    How and When Beneficiaries Are Taxed

    Help to efficiently and effectively manage trusts

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  • January 27, 2021

    Worst-performing actively managed funds of 2020 post 30% loss

    The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.

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  • January 27, 2021

    A Fiduciary Perspective On Sustainable Investing

    New opportunities for trustees for personal trusts.

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  • January 27, 2021

    As IBDs eye bank opportunities, LPL loses $1.2B program to Raymond James

    A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.

    Read More
  • January 27, 2021

    Facing Complaints, Schwab Adds Staff As Short-Term Fix

    In the midst of its integration with TD Ameritrade, Schwab is facing angry advisors fed up with poor service.

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  • January 27, 2021

    Tips From the Pros: Interesting Trends With Millennials and Trusts

    Al W. King III sheds light on the needs and concerns of the Millennial generation.

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  • January 27, 2021

    Help Life-Income Donors Contribute Their Annuity Payments to Charity

    Christopher P. Woehrle discusses how a life-income donor can contribute the right to their annuity payments in full to charity.

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  • January 27, 2021

    Tax Law Update: February 2021

    David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

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  • January 27, 2021

    Reddit crowd bludgeons Melvin Capital in warning to industry

    The explosive growth in retail day-trading, powered by platforms like Robinhood and forums like wallstreetbets, has turned the old order on its head.

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  • January 27, 2021

    On the Cover: February 2021

    Legal editor Anna Sulkin discusses this month's cover.

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  • January 27, 2021

    Atria Acquires Sixth Independent B/D, SCF Securities

    SCF Securities would add $4 billion in assets under administration and about 150 advisors to Atria Wealth Solutions’ platform.

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  • January 27, 2021

    Experts anticipate SEC probe of GameStop trading fluctuations

    The agency is likely parsing the activity to see if there’s deliberate manipulation or collateral effects more broadly on stock prices. Shares of the video game and consumer electronics retailer soared 93% on Tuesday and are up more than eightfold for the month.

    The post Experts anticipate SEC probe of GameStop trading fluctuations appeared first on InvestmentNews.

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  • January 27, 2021

    Brokerage platforms falter during GameStop surge

    The brokers with outages or problems include the most prominent names in the discount and online brokerage industry, including Fidelity, the Charles Schwab Corp., TD Ameritrade, ETrade Financial Corp. and Robinhood.

    The post Brokerage platforms falter during GameStop surge appeared first on InvestmentNews.

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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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