DALLAS--(BUSINESS WIRE)--1st Global, a research and consulting partner to select CPA and wealth management firms, is launching CPA Wealth Enterprise, a newsletter that educates and informs readers about developments, trends and insights regarding comprehensive wealth management. Written by experienced consultants and practitioners, CPA Wealth Enterprise is specifically tailored to a CPA audience that understands wealth management is an ethical, service-based business.
“Top 10 Most Influential People in Accounting”
“1st Global believes that CPAs should and will be the dominant providers of wealth management in America,” says Tony Batman, 1st Global Chairman and Chief Executive Officer. “If tax planning is not at the core of a financial plan, it is incomplete.”
“As one of the most trusted professions in America, CPAs are uniquely qualified to provide financial counsel. The care, concern and deep commitment to help clients achieve their ideal financial picture is embedded in the DNA of CPAs,” says Batman.
CPA Wealth Enterprise provides important information to CPAs on improving client satisfaction, building their business and improving their wealth management skills.
The free newsletter contains five specific categories:
- Leadership Intelligence – Valuable lessons in leadership and motivating others to improve your business
- Investment Insight – Information on market developments and trends across the investment landscape
- Knowledge Base – Guidance and skill development on Method 10™ Solutions from 1st Global Consultants
- Practice Consulting – Tips and discussion on how to grow your business and better serve your clients
- Stories from the Frontlines – Case studies and best practices in wealth management directly from CPAs successfully offering wealth management
“As a research and consulting partner to select CPA and wealth management firms, 1st Global is committed to an intellectually rigorous approach in forming its ideas and philosophies,” says David Knoch, 1st Global President and Chief Operating Officer. “CPA Wealth Enterprise is an extension of our best research and consulting ideas, where CPAs who offer, or are interested in offering, financial services can come to hone their skills as professionals and business leaders.”
1st Global’s research is supported and illuminated by some of the greatest minds of the last century. Among the members of 1st Global’s advisory board are Dr. Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory (MPT), Dr. Arthur B. Laffer, “Father of Supply-Side Economics” and inventor of the Laffer Curve and former CliftonLarsonAllen CEO Carl George, who was honored as one of the “Top 10 Most Influential People in Accounting” by AccountingToday.com.
To read or sign up for the free newsletter, visit www.CPAWealthEnterprise.com.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.
Around 400 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Drive, Suite 1200 in Dallas, Texas, 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.