SURVEY RESULTS: Tough Times Reshape Client Expectations
Top trends in client service, satisfaction and retention. READ MORE →
Top trends in client service, satisfaction and retention. READ MORE →
One reason why firms can’t ignore wealthcare.

No, not if it can outgrow rudimentary compliance services and seize new opportunities in personal financial planning, says Tony Batman, chairman and CEO of 1st Global, which provides investment management capabilities to CPA firms.