“While uncertainty surrounding the
The end of 2016 proved to be the fourth-best quarter in the IMS platform’s history, attracting more than
Momentum has been building for the IMS platform over the past year.
“We’ve realigned our teams to better support our affiliated CPA firms as they focus on providing holistic financial services to their clients,” Peritz said. “The IMS platform is now serving more clients than ever before. With the guidance and backing of our experienced financial professionals and their tax-integrated approach, our CPA wealth manager partners are equipped to confidently serve the complex needs of clients.”
IMS is 1st Global’s fee-based advisory platform that provides clients of its affiliated CPA firms access to multiple advisory programs supported by well-defined investment beliefs, intellectual rigor, research and asset allocation models developed by 1st Global’s
For more information on 1st Global, visit the company’s website at www.1stGlobal.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 with 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 it one of the largest financial services partners for the tax, accounting and legal professions. Securities are offered through 1st
Keywords for this news article include: 1st Global, Finance and Investment, Investment and Finance.
Our reports deliver fact-based news of research and discoveries from around the world. Copyright 2017, NewsRx LLC