In The News

President David Knoch Quoted in Financial Advisor Magazine Online Article

Aug 9, 2017

1st Global President David Knoch recently contributed to Dan Jamieson’s article “Recruiting Speeds Up” in Financial Advisor magazine’s online edition, affirming that there’s a current increase in CPA firms’ interests in adding wealth management services to their practices.

David said that, though CPAs tend to see themselves as fiduciaries already, as a result of the DOL Conflict of Interest Rule, many CPAs are perhaps “paying a little more attention now” to becoming wealth managers.

Read the article.

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