Wealth Management Magazine
Adviser First Partners Blog
Cash might be king, but accepting cash-heavy deals now may come at the opportunity cost of more options in the future.
Cash might be king but accepting cash-heavy deals now may come at the opportunity cost of more options in the future.
Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.
In its second quarter M&A report, Fidelity recorded just three RIA deals in April, yet activity spiked in June, with 14 deals across $20.6 billion in assets.
Letter from Capitol Hill says the firm ‘must do better’ in the wake of the suicide of a user
The post Lawmakers press Robinhood about investor protections on trading platform appeared first on InvestmentNews.
Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.
Through the first half of a volatile, even chaotic, year in the markets, some patterns have emerged.
The latest cash influx values the fee-free trading app at $8.6 billion.
Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.
Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push.
The latest round of investments boosts the online trading app's valuation to $8.6 billion
The post Robinhood adds another $320 million in funding appeared first on InvestmentNews.
The advisors are based in Florida, while the new executive will oversee the New York tri-state area.
The bank identified a small number of employees with corporate-owned devices who had installed the video-sharing application
The post Wells Fargo bans TikTok over cybersecurity concerns appeared first on InvestmentNews.
Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.
David Geibel is the new president of Girard, replacing Kevin Norris, who recently retired.
The SEC charged Abra and Plutus Tech with offering and selling security-based swaps to investors that were not properly registered, and committing these swaps outside proper securities exchanges.
A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.
U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.
With Treasury yields hovering around zero, money managers are looking to securities that have more potential to rally.
Some of the most popular smart beta funds don't seem that smart.
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
53 Assembly Dr., Unit 60Mendon, NY 14506
Phone: +1 (855) 502-8919 Email: firstname.lastname@example.org Fax: +1 (585) 321-5624
© 2022 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company