Shelley Yates, Communications Senior Advisor
June 26, 2018
My dad may be the one with all the licenses and designations, and I may be the one that can explain technical financial services jargon in plain English, but my mom is the one who taught both of us the...Read more »
Shelley Yates, Communications Senior Advisor
June 25, 2018
In America, women control 51 percent, or $14 trillion, of the personal wealth accumulated nationwide, and that figure is expected to increase to $22 trillion within two years . However, only 35 percent of college-educated women report feeling comfortable investing...Read more »
Shelley Yates, Communications Senior Advisor
June 20, 2018
Being a successful CPA requires high attention to detail, foresight and a deep understanding of the symbiotic relationship between taxes and investments – and so does being a financial advisor. Maybe that is why employment of personal financial advisors is...Read more »
1st Global
June 20, 2018
You probably have a running (and maybe even growing) list of tasks to get your house in order for the summer. It may be filled with small items that piled up over the winter months or big home-improvement projects to...Read more »
Emily Porro
June 19, 2018
On Tuesday, 1st Global representatives had the opportunity to sit down with several CPA industry influencers to learn about the trends and forces shaping the future of the profession. The interviews were led by Jody Padar, CEO and principal of...Read more »
Emily James, CMP, Director of Events
June 4, 2018
There’s no question about it: live events provide a unique platform to create unforgettable experiences that establish connections, generate new ideas and ultimately provide attendees with a valuable opportunity to form in-person connections in an increasingly digital world. The question...Read more »
Greg Wilson, Head of Information Security
May 31, 2018
While computer system breaches are often done through means of technology, there are certain methods hackers can use to take advantage of unsuspecting individuals that are less technical — especially social engineering. Social engineering uses direct human interaction, whereby hackers...Read more »
Ryan George, AVP of Marketing and Communications
May 29, 2018
These days it’s content, content everywhere. Our inboxes, websites and social feeds are overwhelmed with content – we’re surrounded and often consumed by the noise it creates. Is it time for marketers, content creators and communicators to abandon content altogether?...Read more »
Ryan George, AVP of Marketing and Communications at 1st Global
May 22, 2018
There’s a hard truth that all marketers, content creators and communicators need to accept ― the world is oversaturated with content and it’s our fault. An over-abundance of content marketing strategies, marketing automation and poor lead-nurturing practices, such as cold...Read more »
Greg Wilson, Head of Information Security
May 17, 2018
While the latest advancements in technology have made life more convenient, they’ve also led to an increase in the abilities of hackers to compromise others’ computers, creating the nuisance and burden of financial and identity thefts. Even with anti-virus software...Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is a monthly newsletter dedicated to educating and informing 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 that wealth management is an ethical, service-based business. It provides important information on improving client satisfaction, building your business and improving your wealth management skills.