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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
  • December 16, 2020

    Vanguard Makes History With the First $1 Trillion Equity Fund

    Vanguard Total Stock Market Index Fund, which includes both a mutual fund and an exchange-traded fund, had $1.04 trillion of assets as of Nov. 30.

    Read More
  • December 16, 2020

    Robinhood accused of manipulating customers by Massachusetts regulator

    The complaint marks the first time the state's fiduciary rule is being used to bring charges against a brokerage firm

    The post Robinhood accused of manipulating customers by Massachusetts regulator appeared first on InvestmentNews.

    Read More
  • December 16, 2020

    CFP Board launches redesigned consumer website

    Let’s Make a Plan provides help on how to choose and pay for a financial planner

    The post CFP Board launches redesigned consumer website appeared first on InvestmentNews.

    Read More
  • December 16, 2020

    George Gero, an ‘Institution’ of Gold Industry, Dies at 84

    Gero, a New York-based managing director in Royal Bank of Canada’s wealth management division, served for 54 years trading precious metals as a member of the New York Mercantile Exchange and Chicago Mercantile Exchange.

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  • December 16, 2020

    George Gero, an ‘Institution’ of Gold Industry, Dies at 84

    Gero, a New York-based managing director in Royal Bank of Canada’s wealth management division, served for 54 years trading precious metals as a member of the New York Mercantile Exchange and Chicago Mercantile Exchange.

    Read More
  • December 16, 2020

    Rising to the Challenge: Building a Multi-Story Self-Storage Facility

    There are a lot of important things to consider with multi-story self-storage construction.

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  • December 16, 2020

    Rising to the Challenge: Building a Multi-Story Self-Storage Facility

    There are a lot of important things to consider with multi-story self-storage construction.

    Read More
  • December 16, 2020

    Robinhood Accused of ‘Gamification’ by Massachusetts Regulator

    Robinhood exposed Massachusetts investors to “unnecessary trading risks” by “falling far short of the fiduciary standard,” according to a complaint from the office of Secretary of the Commonwealth William Galvin.

    Read More
  • December 16, 2020

    Robinhood Accused of ‘Gamification’ by Massachusetts Regulator

    Robinhood exposed Massachusetts investors to “unnecessary trading risks” by “falling far short of the fiduciary standard,” according to a complaint from the office of Secretary of the Commonwealth William Galvin.

    Read More
  • December 16, 2020

    Vanguard makes history with first $1 trillion equity fund

    Vanguard Total Stock Market Index Fund includes both a mutual fund and an ETF

    The post Vanguard makes history with first $1 trillion equity fund appeared first on InvestmentNews.

    Read More
  • December 16, 2020

    Survey: Some Plan Advisors Leave Participants in the Lurch

    2020 was the year retirement plan participants wanted to hear from advisors. Few did.

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  • December 16, 2020

    Survey: Some Plan Advisors Leave Participants in the Lurch

    2020 was the year retirement plan participants wanted to hear from advisors. Few did.

    Read More
  • December 15, 2020

    DOL may be too late with final fiduciary rule

    The rule's effective date falls after the Biden administration comes into power, meaning its ultimate fate remains unclear

    The post DOL may be too late with final fiduciary rule appeared first on InvestmentNews.

    Read More
  • December 15, 2020

    Funds with the biggest outflows of 2020

    Despite a rocky year, these 20 funds recorded an average return of 13.6%.

    Read More
  • December 15, 2020

    Hotels Buyers and Sellers Remain Deadlocked

    With vaccinations beginning, existing owners of struggling hotel properties are making a renewed effort to wait out the pandemic rather than sell for deep discounts.

    Read More
  • December 15, 2020

    Hotels Buyers and Sellers Remain Deadlocked

    With vaccinations beginning, existing owners of struggling hotel properties are making a renewed effort to wait out the pandemic rather than sell for deep discounts.

    Read More
  • December 15, 2020

    DOL Releases Final Version of Fiduciary Rule

    The new rule allows fiduciaries in retirement plans to be exempt from certain prohibited transactions provided they adhere to a number of 'impartial conduct standards.'

    Read More
  • December 15, 2020

    DOL Releases Final Version of Fiduciary Rule

    The new rule allows fiduciaries in retirement plans to be exempt from certain prohibited transactions provided they adhere to a number of 'impartial conduct standards.'

    Read More
  • December 15, 2020

    Morningstar and iShares team to revamp indexes

    iShares Morningstar ETF suite will track Morningstar's new index family

    The post Morningstar and iShares team to revamp indexes appeared first on InvestmentNews.

    Read More
  • December 15, 2020

    Ameriprise, CI Eyeing Wells Fargo Asset Management Arm

    The offers are due later this month.

    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.

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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