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 Launches Wealth Management Feasibility Analysis and Consultation Offering for CPA Firms

Aug 16, 2012

1st Global, a leading growth consultant for select CPA firms, is launching a comprehensive discovery program for firms interested in maximizing the growth, profitability and valuation of their current wealth management program, or exploring the addition of wealth management services for the first time.  (more)

Self-Fulfilling Prophecies

May 2, 2012

Recognizing and managing emotions may help keep investing plans intact.  (more)

Growth Consultant to CPA Firms Provides Interactive, In-depth Business Building Opportunities on its New Website

Mar 6, 2012

1st Global, a leading growth consultant for select CPA firms, now offers interactive, in-depth wealth management and business-building opportunities on its new website. With many CPA firms experiencing flat or little growth over the last five years, this information as well as exchange of ideas on the site will be very beneficial for CPA firm partners seeking sustainable profits.  (more)

DRDA Wealth Management, LLC Joins 1st Global

Feb 24, 2012

DRDA Wealth Management, LLC, with offices in Galveston and Clear Lake, Texas (the Greater Houston area), has affiliated with 1st Global to offer wealth management services to its clients.  (more)

Docupace Technologies Rolls Out Paperless System Throughout Broker/Dealer

Feb 16, 2012

Broker/dealers and investment advisors are rapidly transitioning away from paper-based forms and processes to electronic, automated systems in an effort to reduce errors and increase efficiencies. Docupace Technologies, the industry leader in paperless processing systems, and 1st Global, the premier business development and resource partner to leading wealth management firms, announced today the deployment of a complete paperless office solution for the Dallas-based firm and their more than 500 affiliated tax-centric wealth management firms.  (more)

1st Global’s National Conference 2011 asks, “What’s Next?”

Dec 15, 2011

1st Global, headquartered in Dallas, Texas renewed its commitment to wealth management excellence at its 20th annual National Conference, November 13-15, 2011, at the Grand America Hotel in Salt Lake City, Utah.  (more)

Nobel Laureate Harry Markowitz is Interviewed by Research Magazine

Aug 1, 2011

As the father of modern portfolio theory, Dr. Harry Markowitz needs no introduction. His first published article in 1952 provided a framework for how investors could most effectively face uncertainty.  (more)

1st Global Engages Dr. Art Laffer

Nov 1, 2010

1st Global, the wealth management and business development partner to leading CPA, tax and estate planning firms, announces that Dr. Arthur B. Laffer, "Father of Supply-Side Economics" and creator of the Laffer Curve, has been engaged as an economic advisor to 1st Global's Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global's executive management team.  (more)

1st Global Engages Dr. Markowitz

Mar 17, 2010

1st Global, the wealth management and business development partner to leading CPA, tax and estate planning firms, announces that Dr. Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory (MPT), has been engaged as advisor to 1st Global's Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global's Investment Management Research Group (IMRG).  (more)

1st Global Partners with Klein Decisions

Aug 12, 2009

1st Global, the business development and resource partner of choice to leading wealth management firms, recently announced the integration of its comprehensive business platform, 1st Global Pathway™, with a very robust risk assessment tool, Risk.IQ™.  (more)

1st Global Honored with Financial Planning Award

Jun 4, 2009

1st Global, the business development and resource partner of choice to hundreds of leading wealth management firms, received the 2008 Financial Planning Award of Excellence from CPA Wealth Provider magazine for the fifth consecutive year.  (more)

1st Global Earns Two DALBAR Awards

Feb 3, 2009

1st Global's ongoing commitment to providing high standards of service to its affiliated advisors was once again honored in 2008 with two awards from DALBAR, an independent financial services market research firm.  (more)

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