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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Know Before You Roll - Options for an Old 401(k)

By: Kristi Bickham
Retirement Management Solutions Platform Director

Oct 16, 2013

Back in April, Money Magazine published an article that suggested many plan providers aren’t offering enough information to plan participants when it comes to rolling over their 401(k) balances. According to an investigation by the U.S. Government Accountability Office (GAO), “retirement plan providers are offering misleading or even false information about 401(k) rollovers that can cost participants thousands of dollars in additional fees.”  (more)

Effectively Communicating with Clients

By: J. David Strother, CFP®, AIFA®
Financial Advisor at DSF Wealth Management, LLC

Oct 4, 2013

Of all the elements a CPA or financial advisor needs to consider in order to operate a successful wealth management practice, an effective client communication strategy ranks at the top of the list.  (more)

What Gives the Next Generation an E.D.G.E.?

By: David C. Knoch
President and Chief Operating Officer, 1st Global

Sep 26, 2013

I had the recent privilege of spending a few days with our next generation of CPA leaders at the AICPA E.D.G.E. conference in Austin, Texas earlier this month. This year’s theme of “Sharpening the Next Generation of CPA” really resonated with the audience.  (more)

Key Considerations When Buying a Firm

By: David Davis, CPA and Barbara Kong, CFP®
JY WealthCare, LLC

Sep 26, 2013

Thinking of buying a firm but not sure where to start? That question is being contemplated more and more every day with more mergers, acquisitions and consolidation taking place across the accounting and wealth management industry today.  (more)

When it Comes to Retirement: How Much Is Enough?

By: David Vaikness, CLU, ChFC®
Director of Distribution Planning, 1st Global

Sep 26, 2013

A recent study from the Employee Benefit Research Institute (EBRI) shows that people are not confident they will have enough saved for retirement.  (more)

Creating a Women’s Circle

By: Skip Briggs CPA/PFS, CFP® and Kim DeAngelis
Bentley Wealth Advisors

Aug 12, 2013

Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.  (more)

Coaching Clients on the Rising Cost of College

By: Craig Johnson, CFP®, CLU®
Financial Consulting Supervising Director, 1st Global

Aug 5, 2013

Only the cost of fuel oil and gasoline has risen more than the cost of college tuition over the past 10 years, rising a staggering 88 percent since 2003. Meanwhile, the value of a college degree has likely never been higher.  (more)

How to Nurture Young Talent in Your Firm

By: David C. Knoch
President and Chief Operating Officer, 1st Global

Aug 1, 2013

There once was a time when young CPAs got in line at a firm and “waited their turn” to become partner. Today, a number of factors are challenging this apprenticeship model.  (more)

Are You the Choice of the Next Generation?

By: Brian M. Finnigan
Vice President, Chief Marketing Officer, 1st Global

Jul 15, 2013

For the majority of firms in the tax, accounting and financial advisory business, this tire blowout scenario is an apt metaphor. Your well-worn, trusted client base of baby boomers is preparing to “blow out” and apathy toward younger generations of clients has left you without a “spare.”  (more)

Leading with Advocacy

By: Kive I. Strickoff, CPA
Strickoff Financial Services, LLC

Jul 9, 2013

Of all the rewarding career experiences I have had, my participation with the Financial Services Institute Advocacy Initiatives ranks near the top.  (more)

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