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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
  • November 02, 2020

    Estate-Planning Construction Issues Post-Obergefell

    Court interpretations need to acknowledge the legality of same-sex marriages.

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  • November 02, 2020

    Tips From the Pros: Trust Termination Trepidation

    Charles A. Redd provides guidance on how careful trustees can proceed when terminating a trust.

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  • November 02, 2020

    Advisers weigh risks of adding ESG to retirement plan menus

    With demand from investors growing, plan sponsors focus on their fiduciary duty

    The post Advisers weigh risks of adding ESG to retirement plan menus appeared first on InvestmentNews.

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  • November 02, 2020

    SEC eases rules for accessing private securities markets

    The changes modernize private market rules and make it easier for small companies to obtain financing, according to SEC Chairman Jay Clayton

    The post SEC eases rules for accessing private securities markets appeared first on InvestmentNews.

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  • November 02, 2020

    Valuing Charitable Gifts of Real Estate—Big Appraisals Can Lead to Bigger Problems

    Robert F. Sharpe, Jr. and Heath R. Delay highlight appraisal issues that may arise when a client wants to gift real estate to charity.

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  • November 02, 2020

    J.P. Morgan Wealth Management Makes $30B Investment in Closing the Racial Wealth Gap

    The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with Historically Black Colleges and Universities (HBCUs).

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  • November 02, 2020

    Wealth Management's Role in J.P. Morgan's $30B Wealth Gap Initiative

    The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with historically Black colleges and universities (HBCUs).

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  • November 02, 2020

    Tax Law Update: November 2020

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

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  • November 02, 2020

    On the Cover: November 2020

    Legal editor Anna Sulkin discusses this month's cover.

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  • November 02, 2020

    Schwab eyes HNW expansion as it reels in $51B in net new assets

    Wealthy clients are the fastest growing segment of the company’s retail division.

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  • November 02, 2020

    ScratchWorks: Two Tech Startups Receive a Combined $5 Million

    Wealthtech startups ReAllocate and Lifeworks collectively get close to $5 million in funding from financial advisors in Scratchworks' season finale.

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  • November 02, 2020

    Two New York hybrids merge, creating $2 billion firm

    Bernard Herold and Lantern Investments combine to form Herold & Lantern Investments

    The post Two New York hybrids merge, creating $2 billion firm appeared first on InvestmentNews.

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  • November 02, 2020

    Eaton Vance Completes Acquisition of WaterOak Advisors

    Based in Winter Park, Fla., WaterOak, now named Eaton Vance WaterOak Advisors, manages $2.3 billion in client assets.

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  • November 02, 2020

    Building your firm without bugging friends and family

    When I started out, I had a policy that I would not work with any family, friends or neighbors

    The post Building your firm without bugging friends and family appeared first on InvestmentNews.

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  • November 02, 2020

    Vestor Capital to acquire local RIA managing $209 million

    Focus Financial arranged the transaction for Vestor, a partner firm

    The post Vestor Capital to acquire local RIA managing $209 million appeared first on InvestmentNews.

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  • November 02, 2020

    President Trump's Agenda for the Wealth Management Industry: Four Years Later

    In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.

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  • November 02, 2020

    Presidential elections and investing: What I tell clients

    This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

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  • November 02, 2020

    Mall REITs dragged into bankruptcy by retail carnage

    Pennsylvania Real Estate Investment Trust and CBL & Associates Properties cited pandemic-induced pressures on their tenants and, in turn, themselves

    The post Mall REITs dragged into bankruptcy by retail carnage appeared first on InvestmentNews.

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  • November 02, 2020

    Note From the Editor: November 2020

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

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  • November 02, 2020

    Celebrity Estates: Ric Ocasek Disinherits Paulina Porizkova

    What legal remedies and protections exist for disinherited spouses like Ocasek's wife, supermodel Paulina Porizkova?

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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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