Case studies and best practices in wealth management directly from your colleagues in the industry.

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Today’s Opportunities, Tomorrow’s Investors

by Shelley Schexnayder

Senior Advisor of Communications, 1st Global

The best time to plan for tomorrow is today. Over the next 30 years, it’s estimated that $30 trillion will be passed down from baby boomers to Generation X and Millennials.1

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2018 State Issues Preview

by Dale Brown

President and CEO, Financial Services Institute

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.

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Thinking Outside the ‘Black Box’ on Succession Planning

by Dale Brown

President and CEO, Financial Services Institute

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.

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Tax Season by the Numbers

by 1st Global

As we approach the holidays, CPAs and accountants become increasingly busy as they start preparing for the New Year and upcoming tax season. Every tax season comes with its own unique opportunities.

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Debt Ceiling Showdown Redux: A Default by Any Other Name

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

Sir Isaac Newton’s third law of motion states that for every action, there is an equal and opposite reaction. Not only does this describe the symmetry of the physical universe, but experience and observation also reveal the principle at work in a broader sense: Every good thing has its opposite.

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Artificial Intelligence Meets the Investment Markets

by Rick Spencer, CFA

Fixed Income Trader

An investment decision has always been a wager that one has more knowledge and better insight into an investment opportunity than the next person. From the beginning of investable markets, this has been the case — the investor with his or her investment process and biases against other humans with their own unique criteria and…

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The Financial Effects of Winding Down a $4.5 Trillion Balance Sheet

by Moises Ospina

Senior Advisor, Capital Markets

The Federal Reserve’s balance sheet (which is a standard balance sheet that consists of assets and liabilities) has grown to $4.5 trillion, including Treasuries and mortgage‑backed securities (MBS). Before the financial recession, the balance sheet held far less assets. In fact, the assets held by the Federal Reserve back in August 2007 totaled $869 billion.

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Be more. Play large. Let go.

by 1st Global

1st Global truly understands the complexities of enterprise CPA firms and is committed to helping them gain the confidence and competence to grow from success to significance.

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Helping Disabled Americans and Their Families Save Through the ABLE Act

by Dale Brown

President and CEO, Financial Services Institute

When we say that the Financial Services Institute (FSI) is working to make sure all Americans have access to professional, objective financial advice, we mean all Americans.

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Myth Busting Millennials and Money

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

Many people have conjured up the idea that those individuals generationally classified as “millennials” spend their money on superfluous items and don’t practice the habit of saving their money enough. But many people are mistaken.