1st Global News

Access the latest company news and updates throughout the industry. Learn how 1st Global has responded to recent industry news and where we have been featured in various media publications. 


1st Global’s Ryan George Featured in Forbes CommunityVoice Article
March 20, 2019
1st Global’s Ryan George, assistant vice president of marketing and communications, was recently quoted in the Forbes CommunityVoice article “15 Non-Traditional Marketing Methods To Help Build Your Business.” Read more »
Blucora to Acquire 1st Global
March 19, 2019
Blucora, Inc. announced that it entered into an agreement to acquire 1st Global, Inc., a tax-focused wealth management company. Read more »
Matt Zokai Featured in FiduciaryNews Article
March 14, 2019
1st Global’s Matt Zokai, senior advisor of Retirement Services, was recently quoted in a FiduciaryNews article. Read more »
1st Global Survey Shows Across-the-Board Increase in Advisor Satisfaction
March 12, 2019
CPA-focused wealth management provider’s service and support earns high marks from affiliates Read more »
1st Global Compliance Practice Lead Amber Bird to Appear on FINRA 2019 South Region Member Forum Panel
March 8, 2019
1st Global’s Amber Bird, practice lead in the Compliance department, will participate in a panel discussion on branch office inspections at the FINRA 2019 South Region Member Forum on March 14 in Dallas, Texas. Read more »
1st Global’s Patrick Di Fazio and Matt Zokai Featured in FiduciaryNews Article
March 1, 2019
1st Global’s Patrick Di Fazio, director of Wealth Management Consulting, and Matt Zokai, senior advisor of Retirement Services, were recently quoted in a FiduciaryNews article. Read more »
1st Global Welcomes New Firm Torrey Pines Advisors & Accountants
February 27, 2019
Bishop, Calif.-based firm partners with 1st Global to offer wealth management services. Read more »
1st Global’s Dave Bellando Featured in Forbes CommunityVoice Article
February 26, 2019
1st Global’s Dave Bellando, assistant vice president of technology, was recently quoted in the Forbes CommunityVoice article “Strengthening Tech Teams: Six Things To Keep In Mind When Hiring.” Read more »
1st Global Welcomes Carolyn Mora, CPA, CFP®
February 25, 2019
El Paso, Texas-based firm partners with 1st Global to offer wealth management services. Read more »
1st Global and Envestnet Partner to Launch New Reporting Platform
February 25, 2019
CPA-focused wealth management provider expands its digital tools for financial advisors Read more »

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