In The News

AVP Holly Peritz Quoted on PLANADVISER Website

Nov 22, 2017

A recent story by Amanda Umpierrez on PLANADVISER.com highlights 1st Global’s collaboration with Aspire Financial Services to offer fee-based retirement solutions, including SIMPLE, SEP and ERISA 403(b) plans. Holly Peritz, 1st Global’s assistant vice president of wealth platforms, explains “We want to equip our advisers with an abundance of strategies that are compliant with the fiduciary rule and empower them to serve more retirement clients.”

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