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.

1 - 12 of 124
 1  2  3  4  5  6  7  ...  

Payne Nickles & Co. Welcomes Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF

Oct 23, 2017

Payne Nickles & Co. is excited to announce the addition of Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF, as an advisor to the practice.  (more)

1st Global Welcomes AA CPA Tax Strategies

Oct 18, 2017

AA CPA Tax Strategies, a full-service accounting firm located in Austin, Texas, recently partnered with 1st Global, enabling the firm to add wealth management services to its current offerings.  (more)

1st Global Adds New Turnkey Investment Portfolio to Advisory Platform

Oct 18, 2017

Income strategy seeks to provide sustainable income in a low-rate environment  (more)

1st Global Welcomes Magnum CPA

Oct 11, 2017

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

President David Knoch Mentioned in Investment News

Oct 9, 2017

Dale Brown’s recent article in the online edition of Investment News magazine mentions comments made by 1st Global President David Knoch before the House Financial Services subcommittee on Capital Markets, Securities and Investment in July.  (more)

Executive Vice President Jeff Magson’s Comments Featured in Recent MACPA Article

Oct 9, 2017

The recent article “Regulators step up scrutiny of financial advisers to the elderly” published on Maryland Association of CPAs (MACPA) blog includes insights from 1st Global Executive Vice President Jeff Magson.  (more)

1st Global Client Experience Officer Jeff Magson, CRPC® to Speak at Upcoming MACPA PFP Conference

Sep 26, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson will be part of a powerful lineup of influential speakers within the CPA financial planning industry at the 32nd Annual Personal Financial Planning Conference on Oct. 24.  (more)

Thompson, Price, Scott, Adams & Co. Welcomes New Advisor Michael Larkin, CFP®

Aug 22, 2017

Thompson, Price, Scott, Adams & Co., a full-service accounting and financial services firm with several locations in the communities of southeastern North Carolina and one office in eastern Tennessee, is excited to announce the addition of Michael Larkin, CFP®, as an advisor to the practice.  (more)

1st Global Congratulates Affiliated CPA Firms for Being Named “2017 Best Accounting Firms to Work for” by Accounting Today

Aug 16, 2017

1st Global, an independent wealth management partner to exceptional CPA firms, would like to commend its affiliated CPA firms that were recognized as “2017 Best Accounting Firms to Work for” by Accounting Today. Overall, six of 1st Global’s partner firms were included in this year’s list.  (more)

President David Knoch’s Comments Featured in Financial Advisor Magazine Online

Aug 9, 2017

In Dan Jamieson’s recent article “Direct Fund Business Squeezed in Wake of DOL Rule” in the online edition of Financial Advisor magazine, 1st Global President David Knoch contributed his insight regarding the decline of the number direct mutual fund accounts and the reasons behind the decreasing business.  (more)

President David Knoch Quoted in Financial Advisor Magazine Online Article

Aug 9, 2017

1st Global President David Knoch recently contributed to Dan Jamieson’s article “Recruiting Speeds Up” in Financial Advisor magazine’s online edition, affirming that there’s a current increase in CPA firms’ interests in adding wealth management services to their practices.  (more)

President David Knoch Mentioned in Recent InvestmentNews Article

Aug 3, 2017

1st Global President David Knoch continues to advocate on behalf of the Financial Services Institute in protest of the DOL Conflict of Interest Rule, recently going before the House Financial Services Capital Markets, Securities and Investment subcommittee last month.  (more)

image description

Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.