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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5 Questions Clients May Have About Alternative Investments

By: Victor Soto, CFA, FRM, CAIA
Portfolio Manager, Investment Management Research Group

Mar 9, 2015

Here are some common questions investors may have when considering liquid or less-liquid alternative investments.  (more)

What Type of Assistant is Right for Your Firm?

By: Betsy Abney
Director, Wealth Management Assistant Education

Feb 19, 2015

The right wealth management assistant can often hold the key to success for a wealth management firm. Finding the right assistant to play this role at your firm doesn’t have to be a daunting task. By identifying the skills and qualities your firm is looking for early on, you can pinpoint the perfect fit for your firm, creating a better experience for both you and the assistant.  (more)

Financial Planning: A Philosophy for Living

By: Tony Batman
Chairman and CEO

Feb 16, 2015

Personal financial planning is many important things. Recently, my wife Vicki and I sat down to discuss the powerful role financial planning plays in our lives and how it truly is a philosophy for living.  (more)

Does Your Firm’s Value Suffer from These Discount Factors?

By: Bill Snyder
Practice Consultant, BMS

Dec 29, 2014

While premium factors can increase the overall value of an advisory firm, characteristics that may impact future growth can cut its value significantly. Called discount factors, these are business conditions, such as a top-heavy client base or lack of diversified services, that make the business less attractive to a potential buyer.  (more)

Are Your Clients Really Satisfied?

By: Katie Howe
Communications Specialist

Dec 18, 2014

Whether you are a Fortune 100 company or a small business, satisfying your clients is a fundamental element to your survival and oftentimes the most important ingredient for growth.  (more)

These Factors Can Increase the Value of Your Firm

By: Bill Snyder
Practice Consultant, BMS

Dec 15, 2014

Do you know what your wealth management firm is really worth? Believe it or not, many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is.  (more)

Improving Efficiency through CRM

By: Katie Howe
Communications Specialist

Dec 9, 2014

No matter the size of your firm, time is of the essence. Between processing paperwork and meeting with clients, some days there just isn’t enough of it. Improving efficiency can help your firm create more time for these tasks.  (more)

Essential Steps to Preparing for a Client Meeting

By: Elier Peraza
Supervising Director, Practice Consulting

Nov 6, 2014

Client meetings are at the core of creating and building these key relationships. It’s important to meticulously prepare for each client meeting to ensure it is successful and accomplishes your goals.  (more)

Technology Integration and Serving Digital Natives

By: Ryan George
Director of Communications

Oct 27, 2014

At a recent 1st Global event, I sat down with Spenser Segal, founder and CEO of ActiFi, to discuss key trends that will shape how the financial services industry embraces and efficiently utilizes technology. One of the biggest trends that Segal sees is higher standards being set in terms of integration.  (more)

Video: Risk-Return Analysis with Harry M. Markowitz, Ph.D.

By: 1st Global

Oct 15, 2014

Leading up to the release of the first volume of Risk-Return Analysis: The Theory and Practice of Rational Investing, 1st Global Chairman and Chief Executive Officer Tony Batman visited Dr. Markowitz’s offices to discuss the book, his research and how his theories have been able to stand up to the test of time.  (more)

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