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One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

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Staying the Course in the Face of Uncertainty

By: the Investment Management Research Group

Feb 7, 2018

When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.”  (more)

Do Your Clients Know Your Firm Better Than You?

By: Shelley Schexnayder
Senior Advisor of Communications, 1st Global

Jan 9, 2018

Your brand is your story: who you are, what you offer, in your own words. If you had one minute to answer who you are and what you do, how would you answer?  (more)

New Year, New You: How to Keep the Resolutions You Make

By: Tynecia Martin, MBA, LUTCF, FSS

Jan 8, 2018

It sounds easy, but only a select number of people are able to make and keep their resolutions every year. What makes them different? Do they have something in common?  (more)

Socially Responsible Investing 101

By: Robyn Schaub
Senior Marketing Communications Consultant at 1st Global

Jan 4, 2018

You’ve likely heard the phrase “put your money where your mouth is.” But what about your investments? Through an approach known as socially responsible investing, or SRI, a growing number of investors are putting their money in businesses they believe in.  (more)

Five Tips to Bring Your Estate Plan to Life

By: Shelley Schexnayder
Senior Advisor of Communications, 1st Global

Jan 3, 2018

A recent Harris poll revealed that 64% of all American adults have not put an estate plan in place, even though having a comprehensive plan is critical to protecting you and your family’s future by minimizing taxes and expenses and maximizing what you’re able to leave behind.  (more)

Today’s Opportunities, Tomorrow’s Investors

By: Shelley Schexnayder
Senior Advisor of Communications, 1st Global

Jan 3, 2018

The best time to plan for tomorrow is today.  (more)

2018 State Issues Preview

By: Dale Brown
President and CEO, Financial Services Institute (FSI)

Dec 27, 2017

When it comes to the work we do at the Financial Services Institute (FSI) advocating on behalf of independent financial advisors and independent financial services firms, the spotlight almost always shines brightest on what is happening at the federal level. What happens at the state level, however, is just as important.  (more)

Filtering the Noise: A Defense of the Advisory Role

By: Joan Alexandre
Investment Analyst, Investment Management Research Group at 1st Global

Dec 13, 2017

In the not-too-distant past, there existed the concept of a “slow news day. That all changed when an Atlanta-based cable upstart began transmitting. CNN was the first 24-hour television news channel. Said its founder Ted Turner during the inaugural broadcast, “We won't be signing off until the world ends. We'll be on, and we'll be covering it live.”  (more)

Social Media Business Networking: Platforms and Strategies

By: Tynecia Martin, MBA, LUTCF, FSS
Channel Marketing and Branding Specialist, 1st Global

Dec 13, 2017

What happened to face-to-face networking? It still exists but more and more generations have shifted from in-person networking to an online experience. There are so many options to choose from when it comes to social media platforms, which makes it harder to decipher which sites are optimal to enhance your business presence.  (more)

Thinking Outside the ‘Black Box’ on Succession Planning

By: Dale Brown
President and CEO, Financial Services Institute (FSI)

Dec 5, 2017

Succession planning has been one of the most talked-about subjects in our industry for several years, but remains a challenge and source of anxiety for many advisors and firms.  (more)

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