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 National Conference 2012 Celebrates “Knowing Why”

Dec 20, 2012

1st Global, a research and consulting partner for high achieving CPA firms offering wealth management, recently held its annual National Conference November 11-13 at The Broadmoor Hotel in Colorado Springs, Colorado. Featuring speeches, presentations and conversations from acclaimed luminaries, decorated veterans and diplomats such as former Secretary of State George P. Shultz, the Father of Supply-Side Economics Dr. Arthur B. Laffer, Tulane professor Peter Ricchiuti, U.S. Air Force Col. Ed Hubbard (Ret.) and bestselling author of The Reinventors Jason Jennings, this year’s gathering of 1st Global’s leading firms was driven by “Knowing WHY.”  (more)

1st Global Congratulates Bill Hodapp on Becoming a Financial Advisor with DRDA Wealth Management, LLC

Nov 8, 2012

1st Global congratulates Bill Hodapp on joining DRDA Wealth Management, LLC as a financial advisor in its Galveston office. After years of success with his own tax and financial services practice, Hodapp is bringing his proven expertise to strengthen the capabilities of DRDA Wealth Management. DRDA Wealth Management is a full-service tax, audit and consulting firm with offices located in Galveston and Houston, Texas. To learn more about DRDA Wealth Management visit www.DRDACPA.com.  (more)

1st Global Welcomes LLI Advisory Group

Nov 8, 2012

1st Global is proud to announce a new strategic partnership with LLI Advisory Group. By aligning with 1st Global, LLI Advisory Group, a full-service financial firm based in Cranford, New Jersey, strengthens its commitment to developing the best solutions possible to meet its clients’ needs.  (more)

Congratulations to Harold Beshaw on Joining Rotz & Stonesifer, PC as a 1st Global Financial Advisor

Nov 8, 2012

1st Global congratulates Harold Beshaw on becoming a financial advisor at Rotz & Stonesifer, PC. Based in Chambersburg, Pennsylvania, Rotz & Stonesifer is a full-service accounting firm with four offices located throughout South Central Pennsylvania. By catering to the specific needs of its clients, Rotz & Stonesifer has been able to provide broad, large accounting firm capabilities at a personal level for the past 30 years. To learn more about the firm, visit www.rotzandstonesifer.com.  (more)

1st Global Welcomes Rhodes Law Firm, P.C.

Nov 8, 2012

1st Global congratulates Rhodes Law Firm, P.C. on becoming a strategic partner. Affiliating with 1st Global will allow the law firm, led by Aubrey C. Rhodes, Jr., to continue delivering high-quality services including estate, Medicaid and business planning to clients. Learn more about Rhodes Law Firm, P.C. at www.RhodesLawFirmPC.com.  (more)

1st Global Celebrates 20 Years of Guiding CPA Firms to Succeed in Wealth Management

Oct 16, 2012

Dallas, Texas — October 17, 2012 — 1st Global, a provider of comprehensive wealth management services for select CPA and wealth management firms, is celebrating 20 years of success and setting its sights on the future. For two decades, 1st Global has facilitated the growth of affiliated firms by equipping them with world-class research, accounting firm-centered advice, exceptional business development education and innovative technology. 1st Global is continuing its investment in the future with a new headquarters location. The firm is also declaring four primary business objectives essential to sustaining its growth for the next decade.  (more)

1st Global Congratulates Jim Koerner on Passing his Series 7 and Series 66 Examinations

Oct 1, 2012

1st Global congratulates Jim Koerner from Koerner & Koerner, P.A. on acquiring his Series 7 and Series 66 licenses. These new licenses allow Koerner & Koerner, based in Toms River, N.J., to offer complete financial services and expand clients’ opportunities for financial growth and success. Learn more about Koerner & Koerner at www.koernercpa.com.  (more)

1st Global Welcomes Francis M. Celona, CPA, PC

Oct 1, 2012

Francis M. Celona, CPA, PC, a solo CPA firm based in Pittsford, N.Y., has partnered with 1st Global to offer comprehensive wealth management services to its clients. After 30 years with larger CPA firms and four years inside a financial services firm, Celona has found tax and wealth management success as a solo practitioner. As a CPA, Celona’s encompassing financial skills are well suited to develop holistic wealth management plans for clients.  (more)

1st Global Welcomes Stone Financial and Tax Center

Oct 1, 2012

Stone Financial and Tax Center, a full-service financial firm based in Arkansas, has formed a new strategic partnership with 1st Global. Through this affiliation, Stone Financial will help its clients achieve financial success through holistic wealth management. By leveraging this new partnership, Stone Financial can achieve its true growth potential.  (more)

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)

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