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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 14, 2020

    Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools

    Advisers were quick to embrace new digital tools this year, new research shows. Firms tried a number of tactics to get everyone on board.

    The post Adapt and Survive: 2020 Forces Adviser Embrace of Digital Tools appeared first on InvestmentNews.

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  • December 13, 2020

    21 people who will change wealth management in 2021

    Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

    Read More
  • December 11, 2020

    State Street to explore options for asset management arm

    The firm, which has more than $3 trillion under management, runs dozens of mutual funds and was a pioneer in index investing.

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  • December 11, 2020

    DOL limits retirement-plan proxy votes to those affecting financial returns

    The move could curb shareholder actions related to sustainable investing

    The post DOL limits retirement-plan proxy votes to those affecting financial returns appeared first on InvestmentNews.

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  • December 11, 2020

    A Letter From 9 Million U.S. Expats to Janet Yellen

    The next Treasury secretary could make the lives of millions of Americans easier at no cost at all.

    Read More
  • December 11, 2020

    Psychedelics Replace Pot as the New Favorite Edgy Investment

    Marijuana’s legal headway in recent years has paved the way for new interest in remedies typically relegated to the black market.

    Read More
  • December 11, 2020

    2020 year-end tax tips: What we do know and what we should know

    Here are some obvious and not-so-obvious year-end tax tips to consider as we prepare ourselves and our clients for the new year.

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  • December 11, 2020

    Diversity, equity and inclusion: Why I care

    Take steps to get to know other cultures and diverse groups, and learn how you can best support them

    The post Diversity, equity and inclusion: Why I care appeared first on InvestmentNews.

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  • December 11, 2020

    Advisers should use 2020 lessons to grow firms next year

    Improving communications and tech will be key to adding clients and prospects in 2021, according to InvestmentNews webcast panelists

    The post Advisers should use 2020 lessons to grow firms next year appeared first on InvestmentNews.

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  • December 11, 2020

    Fund Administrator Nottingham Files to Convert Mutual Funds to ETFs

    The Nottingham Company said it expects one of Adaptive Investments' mutual funds to be converted to an ETF in January.

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  • December 11, 2020

    State Street looking at options for asset management unit

    The company has evaluated potential combinations with the asset management operations of rivals

    The post State Street looking at options for asset management unit appeared first on InvestmentNews.

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  • December 11, 2020

    7 teams with $1.1B go indie with Raymond James enterprise

    The OSJ scooped up teams from Edward Jones, Wells Fargo Advisors and Wedbush Securities.

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  • December 11, 2020

    Raymond James to buy $35B retirement plan firm

    The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

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  • December 11, 2020

    Adviser moves are hopping as 2020 — finally — comes to a close

    Advisers are dashing for the door before the end of an eventful year turned upside down by COVID-19

    The post Adviser moves are hopping as 2020 — finally — comes to a close appeared first on InvestmentNews.

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  • December 11, 2020

    Twenty-five Passports HNW Clients Are Hoping to Find Under the Tree

    Citizenship by investment programs can drastically speed up the process.

    Read More
  • December 11, 2020

    Avantax Wealth Management Launches New Affiliation, Referral Businesses

    Avantax recently added new CPA referrals for advisors at the IBD as well as those affiliating under a new, full-time employee model.

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  • December 11, 2020

    Envestnet and Vestwell Are Teaming Up

    Envestnet and Vestwell are partnering to provide support, recordkeeping and administrative services to advisors working with retirement plans.

    Read More
  • December 11, 2020

    Spouting Rock quadruples AUM with Penn Capital acquisition

    The asset management firm is looking to roll up boutique asset managers onto a single platform

    The post Spouting Rock quadruples AUM with Penn Capital acquisition appeared first on InvestmentNews.

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  • December 11, 2020

    Eight Must Reads for the CRE Industry Today (Dec. 12, 2020)

    Democrats in Congress have launched an investigation into the Kushner Co.’s deal on a New York office tower, reports Bisnow. One third of commercial leases since March mention pandemics as a force majeure event, more than double for leases inked prior to COVID-19, according to Law360. These are among today’s must reads from around the commercial real estate industry.

    Read More
  • December 11, 2020

    Unsold U.S. Hotel Rooms Near 1 Billion as Lodging Crisis Deepens

    More than 962 million hotel room nights have gone unsold through last week, up 46 percent from last year.

    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.

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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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