1st Global, a research and consulting partner to select CPA and wealth management firms, has launched a mobile app that connects advisors and wealth management assistants with the information they need while they are on-the-go.
“We know that it is becoming more and more important for advisors and wealth management assistants to have a reliable lifeline to their offices and 1st Global, wherever they may be,” says 1st Global chief marketing officer Brian M Finnigan.
“The new 1st Global mobile app has been designed and developed to be just that – a lifeline that provides critical information and capabilities when and where they need it.”
