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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Gaurangkumar Patel of South Loop CPA, LLC Joins 1st Global

Dec 10, 2013

Gaurangkumar Patel, CPA/PFS is the Managing Member of South Loop CPA LLC, a boutique Certified Public Accounting firm with offices in Chicago's South Loop and Chicago’s Loop. By aligning with 1st Global, South Loop CPA LLC now has additional tools and resources to provide tax-centric financial planning that is focused on helping clients build sustainable wealth.  (more)

1st Global Partners with Client Heartbeat to Provide Survey Capabilities to Firms

Nov 8, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, has partnered with Client Heartbeat, a provider of customized online surveys, to offer affiliated firms access to important tools for measuring client satisfaction.  (more)

1st Global Launches CPA Wealth Enterprise Newsletter

Aug 27, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, is launching CPA Wealth Enterprise, a newsletter that educates and informs readers about developments, trends and insights regarding comprehensive wealth management.  (more)

Embracing Mobile Technology: The Next Game Changer for Financial Advisors

Aug 22, 2013

1st Global President and COO David Knoch recently participated in a Fidelity research study on advisor use of mobile technology. This paper discusses how advisor interest in mobile technology is growing and what direction the industry may go from here.  (more)

1st Global Welcomes Victor Soto, Jr., CFA, FRM, CAIA to the Investment Management Research Group

Aug 21, 2013

1st Global’s Platform Consulting Group is pleased to announce the addition of Victor Soto, Jr., CFA, FRM, CAIA, as a portfolio manager with the Investment Management Research Group.  (more)

Erich J. Zielonka Joins 1st Global

Jun 13, 2013

As a practicing accountant and enrolled agent, Erich J. Zielonka has more than 15 years of finance, accounting and tax experience. His alignment with 1st Global allows him to offer a broader range of wealth management services to the individual clients and businesses he serves from his Pleasanton, Calif., office. Through his affiliation with 1st Global, Erich will continue to help his clients keep their financial goals and plans on track.  (more)

Accounting Today Speaks with 1st Global CEO Tony Batman and Carl George on New Strategic Partnership

Jun 7, 2013

1st Global recently announced that the company has engaged Carl George and Carl George Advisory, LLC as a strategic advisor. 1st Global Chairman and Chief Executive Officer Tony Batman and Carl George discussed the engagement with Tamika Cody from Accounting Today.  (more)

Carl George engaged as a Strategic Advisor

Jun 5, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, has engaged Carl George as a strategic advisor to the company. Through his company, Carl George Advisory, LLC, George will provide general consulting and strategic advice to 1st Global and its CPA firms on many relevant areas such as CPA firm governance, professional oversight, factors driving international and domestic growth and profitability, CPA firm operations process improvement, leadership development and succession, mergers and acquisitions, business education, and CPA-industry assessment of strengths-weaknesses-opportunities-threats.  (more)

AccountingWEB – How CPAs Can Protect Baby Boomers’ Nest Eggs from Derailers

Jun 4, 2013

1st Global Vice President of Sales and Platforms Jeff Magson was recently interviewed by AccountingWEB on the effect unexpected events can have on retirement planning.  (more)

1st Global President David Knoch Quoted in WSJ

May 22, 2013

1st Global President and Chief Operating Officer David Knoch recently appeared in a Wall Street Journal article discussing new research from Fidelity.  (more)

Russ Pixler Joins 1st Global

May 13, 2013

As a senior financial advisor with Foundations Wealth Management in Sioux Falls, S.D., Russ Pixler, CFP®, has more than 15 years of industry experience in wealth management. His alignment with 1st Global allows him to better assess the financial situations of his clients and develop strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles.  (more)

Nelson & Nelson CPAs Joins 1st Global

May 13, 2013

The tax, accounting and financial advisory firm of Nelson & Nelson CPAs, has affiliated with 1st Global. Established in 1927, South Dakota’s oldest existing accounting firm serves individuals and small- and medium-size businesses from its Sioux Falls, S.D., office. Nelson & Nelson CPAs offers comprehensive wealth management services in addition to traditional tax services. Its alignment with 1st Global allows the firm to continue to offer high-quality services that can handle every aspect of clients’ complete financial situations.  (more)

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