Understanding the latest industry trends that affect your prospects’ and clients’ businesses is a key to successful financial planning. In an effort to help strengthen your industry knowledge, we’ve established a relationship with First Research to offer one complimentary industry profile of your choice (one per firm).
First Research is the leading Internet provider of editorial-based market insight. As an added benefit from Bank of America, CPAs are eligible for a 25% discount on an
annual subscription, including:
