In The News

In The News

In The Media

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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1st Global Shares Expert Advice on Financial Planning in a Post-DOL World in New Book

Nov 9, 2016

Jeff Magson, executive vice president and client experience officer at 1st Global, an independent wealth management partner to exceptional CPA firms, was selected to contribute his expertise in a new book about financial advice.  (more)

Recapping the 2016 FSI Forum

Oct 18, 2016

From Sept. 25–27, eight financial advisors and six members of the 1st Global home office attended the inaugural FSI Forum, with this year’s event focused on “Navigating a Post-DOL Fiduciary World.”  (more)

1st Global Raises More Than $5,000 on North Texas Giving Day

Oct 11, 2016

In 1st Global’s inaugural year as a corporate member of the Entrepreneurs for North Texas (EFNT), the company collectively donated $5,424 to various non-profit organizations in participation of North Texas Giving Day 2016.  (more)

1st Global Executive Vice President Mike Pagano Quoted in National Real Estate Investor Article

Oct 5, 2016

1st Global Executive Vice President of Compliance, Legal and Risk Assessment Mike Pagano offered his insight regarding interval funds as an alternative to non-traded REITS in a recent National Real Estate Investor article, “Are Interval Funds the Next Big Thing in Real Estate Investment?”  (more)

1st Global Serves Community on Freedom Day

Sep 27, 2016

While Sept. 11 is a date that is characterized by the memories of a tragic day in America, Entrepreneurs for North Texas (EFNT) uses it as a time to honor veterans and make a difference in the community.  (more)

1st Global Executive Vice President Mike Pagano Contributes Op-Ed Piece to Financial Advisor IQ

Sep 22, 2016

1st Global Executive Vice President of Compliance, Legal and Risk Assessment Mike Pagano recently wrote an opinion piece for Financial Advisor IQ regarding why non-traded REIT companies have seen such a drastic decline after failing to put investors first.  (more)

1st Global Launches Enterprise Empowerment Initiative

Sep 21, 2016

Leading research and consulting partner to CPAs unveils largest investment in internal infrastructure in company history  (more)

1st Global Asks Non-Traded REIT Companies to Lower Fees

Sep 7, 2016

1st Global, an independent wealth management partner to exceptional CPA firms, is calling on non-traded REIT sponsors to lower the upfront commissions on non-traded REITs and other direct participation programs.  (more)

1st Global Announces New Senior Leadership in Wealth Platforms and Marketing

Aug 10, 2016

1st Global, an independent wealth management partner to exceptional CPA firms, has announced two new additions to its senior leadership team with the hire of Holly Peritz for the role of assistant vice president (AVP) of wealth platforms and the promotion of Ryan George to assistant vice president (AVP) of marketing and communications.  (more)

1st Global DOL Rule Task Force to Lead Workshop on Fiduciary Rule at Communities Event

Jul 12, 2016

Leading research and consulting partner to CPAs committed to educating advisors on new Conflict of Interest Rule  (more)

1st Global President and Advisors Visit Capitol Hill to Advocate for a Healthier Industry

Jun 16, 2016

1st Global President David Knoch, along with three of the company's top affiliated advisors, recently visited Capitol Hill to advocate for an improved financial services industry.  (more)

1st Global Celebrates the End of Tax Season at Top Golf

May 4, 2016

1st Global recently held a company engagement event at Top Golf in order to participate in an enjoyable activity with co-workers, recognize company and individual achievements, and provide answers to questions employees had regarding the company.  (more)

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