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Executive Vice President Jeff Magson’s Comments Featured in Recent MACPA Article

Oct 9, 2017

The recent article “Regulators step up scrutiny of financial advisers to the elderly” published on Maryland Association of CPAs (MACPA) blog includes insights from 1st Global Executive Vice President Jeff Magson. The article highlights new FINRA regulations, as well as actions from NASAA and the SEC, designed to protect senior investors. Magson’s comments, originally published in his interview with CNBC.com, note the importance of fee diversification as a strategy advisors can use to protect their elderly clients.  

Magson is also scheduled to present at the MACPA’s 32nd annual Personal Financial Conference on Oct. 24, 2017.

Read the article.

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