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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President David Knoch to Speak at Upcoming SuperConference

Jun 1, 2017

1st Global President David Knoch will join a lineup of accomplished and highly sought-after speakers at Salim Omar’s 2017 CPA Marketing Genius “Gateway to Success SuperConference,” which aims to help businesses take their practices to higher levels of success.  (more)

1st Global’s Jeff Magson’s Article Featured on CNBC

May 17, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson’s article “Advisors Should Practice What They Preach and Offer Fee Diversification” was recently featured on CNBC’s “Advice and the Advisor” special report, which is a how-to guide for financial advice geared toward both consumers and professionals.  (more)

1st Global’s Barnard Ingram Contributes to INSIDE Public Accounting Article

May 16, 2017

1st Global Assistant Vice President of Business Development Barnard Ingram recently provided insight regarding the accounting industry’s efforts to increase diversity within the profession in an article “Conversations about Diversity: From Hitting the Numbers to Shifting the Culture” for INSIDE Public Accounting.  (more)

1st Global One of 9 Firms Adopting More Transparent Fee Disclosure Model

May 16, 2017

1st Global recently received media coverage in multiple publications after the North American Securities Administrators Association announced earlier this month that a number of firms have agreed to use a fee disclosure model developed by NASAA.  (more)

1st Global’s Bill Snyder Writes Article for WealthManagement.com

May 3, 2017

1st Global Regional Director of Financial Planning Bill Snyder’s article “The Value of a Seasonal Approach” was recently published by WealthManagement.com, a news and analysis center for the financial services industry.  (more)

1st Global’s Jeff Magson Featured in Financial Advisor IQ Article

May 3, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson recently contributed his thoughts regarding service models being the key differentiator for financial advisors in Bob Curtis’ article “Advisors and Firms Must Now Adapt to Survive” on Financial Advisor IQ.  (more)

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)

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