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 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)

1st Global Raises More Than $3,000 for Local Charity

Mar 29, 2016

The 1st Global bowling league, an annual league comprising employees throughout the company, recently participated in a fundraiser for The Birthday Party Project, a local North Texas charity that hosts birthday parties for homeless children.  (more)

1st Global Employees Participate in Annual Wellness Fair

Mar 17, 2016

1st Global recently hosted its company-wide wellness fair to encourage and educate employees on leading healthy lifestyles in every area of their lives.  (more)

1st Global Employees Take Part in Team-Building Activities at Group Dynamix

Feb 24, 2016

1st Global, a research and consulting partner to select CPA and wealth management firms, recently held a company engagement event to encourage camaraderie and working together through a variety of team-building activities.  (more)

1st Global Employees Celebrate Collective Achievements in 2015

Feb 1, 2016

1st Global recently hosted a company event to recognize employee and company achievements in the year 2015 and to look forward to what’s ahead in 2016.  (more)

David Knoch and Ryan George to Discuss Industry Topics at FSI OneVoice Conference

Jan 21, 2016

1st Global President David Knoch and Director of Communications Ryan George will both take part in panel discussions at the FSI OneVoice Conference in Orlando, Florida, on Jan. 25–27.  (more)

1st Global Employees Enjoy Annual Holiday Party Together

Jan 4, 2016

1st Global recently hosted a company employee engagement holiday event that allowed employees to enjoy some time together at an off-site location and celebrate the festive season.  (more)

1st Global President David Knoch Elected As Chair of Finance Committee at FSI

Dec 17, 2015

The Financial Services Institute (FSI) announced Dec. 16 that that 1st Global President David Knoch has been elected finance committee chair.  (more)

Cindy Scott to Speak at the AICPA® 2016 Advanced Personal Financial Planning Conference

Dec 14, 2015

Cindy Scott, national director of the 1st Global Leadership Academy, will share her insights on making wise choices at the AICPA® 2016 Advanced Personal Financial Planning Conference on Jan. 17 at the Bellagio Hotel in Las Vegas.  (more)

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