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’s Cyndy Hubler Writes Article Featured in Accounting Today

Apr 20, 2017

Cyndy Hubler, a compliance consultant and the practice lead of education and training in the Compliance Department at 1st Global, was recently published in Accounting Today for her piece regarding how financial advisors can provide better service to their senior clients.  (more)

1st Global’s Jeff Magson Provides Commentary for Financial Advisor Article

Apr 20, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson offered his insight regarding the emotional element to financial planning in “Why Financial Advisors Need to Be Coaches,” an article recently published in Financial Advisor’s online edition.  (more)

1st Global’s Accomplishments Featured in Recent Dallas Business Journal Article

Apr 20, 2017

After reporting its highest quarterly inflow of new assets in its fee-based advisory platform’s 13-year history, 1st Global made headlines in a local publication.  (more)

1st Global Attracts $522 Million in New Advisory Assets during First Quarter of 2017

Apr 12, 2017

Fee-based advisory platform has grown nearly 17 percent since last year  (more)

1st Global Advisor Elier Peraza Quoted in U.S. News & World Report Article

Mar 15, 2017

Elier Peraza, financial advisor at JY WealthCare in San Jose, California, recently provided commentary regarding retirement planning strategies in U.S. News & World Report’s article “Last-Minute IRA Contributions Before Filing Your Taxes.”  (more)

1st Global Welcomes ONeill & Bergado Inc.

Mar 8, 2017

The CPA firm of ONeill & Bergado Inc. recently partnered with 1st Global, enabling the CPA firm to add the service of wealth management to its current offerings.  (more)

1st Global Shares Love on Valentine’s Day

Mar 8, 2017

On Tuesday, Feb. 14, 1st Global spread love to the local community by donating Valentine’s Day cards and small gifts to patients at Medical City Children’s Hospital.  (more)

1st Global Executive Vice President and Client Experience Officer Jeff Magson Provides Commentary Regarding Financial Planning Advice for Financial Advisor Magazine

Feb 21, 2017

In the recent Financial Advisor magazine article “Growth Opportunities Can Appear When Re-Examining Financial Advice, Plans,” 1st Global Executive Vice President and Client Experience Officer Jeff Magson shared his belief that financial planning is the cornerstone to a successful financial advisory business.  (more)

1st Global Welcomes Mannuzza & Lamela, LLC As New Affiliate

Jan 30, 2017

1st Global is pleased to announce the recent affiliation of Mannuzza & Lamela, LLC, a firm based in Scotch Plains, New Jersey.  (more)

Magnuson, McHugh & Company Welcomes Kevin McClelland, CRPC®

Jan 26, 2017

Magnuson, McHugh & Company, a recent affiliate of 1st Global, is proud to announce the addition of Kevin McClelland, CRPC®, as the director of wealth management.  (more)

1st Global Leaves Footprint in the Dallas Community in 2016

Jan 12, 2017

In December 2016, 1st Global employees lived out the company’s purpose intentional living through serving their local community through four different community partners, including the Windsor Gardens Nursing Home, the North Texas Food Bank, Dallas LIFE Foundation and Heart House.  (more)

Carol L. King & Associates, P.A. Welcomes the Addition of Katherine Morosani, MBA, AIF®, PPC®, New Advisor

Jan 11, 2017

Carol L. King & Associates, P.A., a full-service accounting firm located in Asheville, North Carolina, that offers tax-optimized wealth management services, is excited to announce the addition of a new advisor, Katherine Morosani, MBA, AIF®, PPC®.  (more)

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