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 EVP Jeff Magson Writes Article for Accounting Today
May 29, 2019
1st Global’s Jeff Magson, executive vice president and client experience officer, wrote Accounting Today article “Which business entity your clients have matters a lot to their taxes,” which seeks to answer the question on the minds of the 30 million... Read more »
1st Global is a Proud Sponsor of the LEA Global Spring North American Conference
May 28, 2019
1st Global will be a sponsoring attendee at the LEA Global Spring North American Conference in Chicago, Illinois, June 3–5, 2019. Read more »
Martin Landry Featured in Citywire Magazine
May 22, 2019
1st Global’s Martin Landry, manager of the 1st Global Investment Management Research Group, was recently featured in a Citywire article entitled “Chasing storms, breaking news and meeting managers: The curious career of Martin Landry.” Read more »
1st Global is a Proud Sponsor of the Allinial Global Executive Team Conference
May 14, 2019
1st Global will be a sponsoring attendee at the Allinial Global Executive Team Conference in Napa, California, May 19–22, 2019. Read more »
1st Global is a Proud Sponsor of the BKR International Americas Regional Meeting
May 13, 2019
1st Global will be a sponsoring attendee at the BKR International Americas Regional Meeting in Vancouver, Canada, May 18–21, 2019. Read more »
1st Global AVP of Marketing and Communications Quoted in Forbes CommunityVoice Article
May 10, 2019
1st Global’s Ryan George, assistant vice president of marketing and communications, was recently quoted in the Forbes CommunityVoice article “Six Top Tools for Automating Your Business’ Marketing.” Read more »
1st Global’s Patrick Di Fazio and Matt Zokai Quoted in FiduciaryNews Article
May 3, 2019
1st Global’s Patrick Di Fazio, director of Wealth Management Consulting, and Matt Zokai, senior advisor of Retirement Services, were recently quoted in FiduciaryNews article “Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings.” Read more »
David Knoch Named to InvestmentAdvisor’s IA25 for 2019
April 30, 2019
Congratulations to 1st Global’s David Knoch for being named as a top voice in the Independent Broker-Dealer space for the second year in a row. Read more »
1st Global AVP of Marketing and Communications Quoted in Forbes CommunityVoice Article
April 29, 2019
1st Global’s Ryan George, assistant vice president of marketing and communications, was recently quoted in the Forbes CommunityVoice article “12 Creative Ways To Repurpose A Successful Marketing Campaign.” Read more »
Forbes CommunityVoice Article Features Quote from 1st Global’s Ryan George
April 23, 2019
Ryan George, assistant vice president of marketing and communications, was recently quoted in the Forbes CommunityVoice article “13 Lessons To Help Companies Avoid -- Or Recover From -- Social Media Slip-Ups.” Read more »

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Insights and Research

A Game Changer

Key Trends in Wealth Management Marketing

Fed at the Mercy of the Markets (and a Trade War)

Analyzing 529 Plan Expenses

Demystifying Commodities and the Role They Play in a Diversified Portfolio

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