Verified Veteran Owned Business
  • Home
  • Pricing
  • Executive Placement
  • Principal/Agent
  • White Label
  • Outside Resources
  • News
  • Sign Up
  • Login

News

Categories

All

Investment News

Financial Planning

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

    Note From the Editor: February 2021

    Editor in Chief Susan R. Lipp discusses this month's issue.

    Read More
  • January 27, 2021

    Reddit day trader army fattens fortunes of the super-rich

    A hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.

    Read More
  • January 27, 2021

    Carson Group acquires $200 million firm

    Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania.

    The post Carson Group acquires $200 million firm appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    MAI Capital Buys $700M HW Financial Advisors

    MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-sized firms.

    Read More
  • January 27, 2021

    Advisers ponder systemic risks to markets as GameStop stock spins out of control

    A social media platform and ready access to mobile trading apps have helped push an otherwise obscure, money-losing videogame retail business to a $21 billion market cap.

    The post Advisers ponder systemic risks to markets as GameStop stock spins out of control appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    TD Ameritrade curbs GameStop trades as frenzy snags brokers

    The firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.

    Read More
  • January 27, 2021

    It’s not just GameStop – trading frenzy spreads to many other shorted stocks

    Since the GameStop stock options frenzy that quietly began early this month and exploded over the past week, some traders have followed by investing in other shorted stocks, with prices surging far past the returns seen in the indexes that include them.

    The post It’s not just GameStop – trading frenzy spreads to many other shorted stocks appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    Q4 2020 Top Fixed Income Mutual Funds

    The post Q4 2020 Top Fixed Income Mutual Funds appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    Michael Kitces' #FASuccess Podcast: Kristin Harad on the Importance of a Clear and Consistent Marketing Process

    Kristin Harad shares her tips on how advisors can find the right target market to focus on when they’re not sure which one to pursue.

    Read More
  • January 27, 2021

    Women in ETFs: “With Every Crisis, ETFs Become Stronger”

    There was a divergence in demand for ETFs in 2020 between the classic index-based, low cost beta and more thematic, active strategies, according to a panel at the Women in ETFs conference.

    Read More
  • January 27, 2021

    Q4 2020 Top Equity Mutual Funds

    The post Q4 2020 Top Equity Mutual Funds appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    Janney scores $473M ex-Morgan Stanley team

    The new recruits build on the 43 advisors Janney added last year.

    Read More
  • January 27, 2021

    TD Ameritrade Curbs GameStop, AMC Trades as Frenzy Snags Brokers

    The firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.

    Read More
  • January 27, 2021

    Delaying RMDs would have minimal tax impact, study finds

    TIAA Institute research paper finds that even eliminating RMDs would have little effect on government revenues and says the effect on retirees depends on whether they have a bequest motive.

    The post Delaying RMDs would have minimal tax impact, study finds appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    Labor rule on ESG already trimming fund options for retirement plans

    Some retirement plan advisers have cut green investing options from 401(k) plans following Trump's last-minute rule change.

    The post Labor rule on ESG already trimming fund options for retirement plans appeared first on InvestmentNews.

    Read More
  • January 27, 2021

    How Biden's Tax Agenda Could Impact Charitable Donations

    With the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.

    Read More
  • January 27, 2021

    SECURE Act may boost annuities. Are advisors ready?

    Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

    Read More
  • January 27, 2021

    Biden may have to move quickly to reverse anti-ESG rule

    Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

    Read More
  • January 27, 2021

    AQR cuts 60/40 outlook again with ‘depressed’ returns everywhere

    The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

    Read More
  • January 27, 2021

    Fidelity launches ESG friendly tool for advisers

    Fidelity's new technology is designed to help advisers create ESG model portfolios and engage clients with impact investing.

    The post Fidelity launches ESG friendly tool for advisers appeared first on InvestmentNews.

    Read More
  • 1
  • 2
  • 3
  •  ... 
  • 608
  • 609
  • 610
  • 611
  • 612
  •  ... 
  • 856
  • 857
  • 858

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

Contact Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
Get In Touch

53 Assembly Dr., Unit 60
Mendon, NY 14506

Phone: +1 (855) 502-8919
Email: info@adviserfirstpartners.com
Fax: +1 (585) 321-5624

© 2022 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company