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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 22, 2021

    SEC Charges California Unregistered Broker in EquiAlt Scam

    According to the commission, John Marques raised nearly $7.9 million and generated $824,000 in commissions from allegedly recommending and selling unregistered securities from the Florida-based company.

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  • December 22, 2021

    Jersey Shore Town Beats Florida Locales as Zillow Retirement Hotspot

    Lavallette in N.J. was more popular than destinations in Florida on the real estate app’s rankings, while South Lake Tahoe took the overall prize.

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  • December 22, 2021

    Crypto’s Wild 2021 Will Go Down as One for the Ages

    Elon Musk, Shiba Inu, El Salvador and a $69.3 million NFT all played a part in a singular year for the industry. Here are 11 key moments.

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  • December 22, 2021

    Wall Street Ends Crazy Year With Existential Angst and Big Bonuses

    Veterans of past Wall Street booms suggest that, somehow, this one doesn’t feel so good.

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  • December 22, 2021

    Why green stocks are slumping during an ESG boom

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  • December 22, 2021

    Private Equity Raises Real Estate Money Too Fast to Spend It

    U.S. private equity funds amassed a record $287.8 billion for CRE deals in 2021, according to Preqin—an increase of 57 percent from 2019.

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  • December 22, 2021

    It’s Time for Some 'Moonshot' Philanthropy

    Look for investments that many donors are unwilling to risk.

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  • December 22, 2021

    The Life Science Sector Continues to Grow, with Sales Volume Almost Doubling from 2020

    Record low vacancies and plenty of demand in biolab hubs are attracting CRE investors interested in alternative plays.

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  • December 22, 2021

    When will other wealth managers surpass the wirehouses? Soon.

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  • December 22, 2021

    The Key Estate Planning Developments of 2021

    State legislatures have been very busy this year.

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  • December 22, 2021

    Nearly 15 Years Later, James Brown Estate Sells for Estimated $90 Million

    A step in the right direction, but several outstanding lawsuits remain.

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  • December 22, 2021

    Fine wine: The unconventionally attractive alt investment

    Why not invest in some Château Lafite Rothschild? You can let the value appreciate over time, or if worse comes to worst, you can drink it.

    The post Fine wine: The unconventionally attractive alt investment appeared first on InvestmentNews.

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  • December 22, 2021

    Fine wine: The unconventionally attractive alt investment

    Why not invest in some Château Lafite Rothschild? You can let the value appreciate over time, or if worse comes to worst, you can drink it.

    The post Fine wine: The unconventionally attractive alt investment appeared first on InvestmentNews.

    Read More
  • December 22, 2021

    Looking at risk and return through a new lens

    Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.

    The post Looking at risk and return through a new lens appeared first on InvestmentNews.

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  • December 22, 2021

    Looking at risk and return through a new lens

    Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.

    The post Looking at risk and return through a new lens appeared first on InvestmentNews.

    Read More
  • December 22, 2021

    Heading into 2022, Clear Communication with All Constituents Remains Essential for Property Managers

    The industry continues to rise to challenges presented by the pandemic.

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  • December 21, 2021

    RBC paying $1M FINRA settlement for years of junk bond oversight

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  • December 21, 2021

    Avantax settles SEC’s 1st Global share class disclosure case for $17 million

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  • December 21, 2021

    Brokerages pay $5 million in restitution for 529 plan violations

    LPL, Wells Fargo and three Advisor Group firms avoided penalties for 'extraordinary cooperation' with Finra's investigation.

    The post Brokerages pay $5 million in restitution for 529 plan violations appeared first on InvestmentNews.

    Read More
  • December 21, 2021

    10 Must Reads for the CRE Industry Today (Dec. 22, 2021)

    Logistics player GLP is preparing an IPO for its investment arm in 2022, reports The Wall Street Journal. Developers are taking a second look at vacant mills, according to The New York Times. These are among today’s must reads from around the commercial real estate industry.

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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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