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 to Attend CPAsNET 26th Annual Meeting in Nashville, TN
June 13, 2019
1st Global will be a sponsoring attendee at the CPAsNET 26th Annual Meeting in Nashville, Tennessee, June 18–20, 2019. Read more »
1st Global to Sponsor PrimeGlobal Partner Leadership Conference in Chicago
June 12, 2019
1st Global will be a sponsoring attendee at the PrimeGlobal Partner Leadership Conference in Chicago, Illinois, June 19–21, 2019. Read more »
Patrick Di Fazio Featured in U.S. News and World Report
June 10, 2019
1st Global’s Patrick Di Fazio, director of wealth management consulting, was recently quoted in the U.S. News and World Report article “How to Gift Stocks and Bonds.” Read more »
1st Global to Sponsor Young Leadership Academy Reunion Event at AICPA Engage
June 4, 2019
As part of AICPA Engage 2019, held June 9-13 at the MGM Grand Hotel & Casino in Las Vegas, 1st Global will once again sponsor the Young Leadership Academy Reunion Event. Read more »
Blucora Names Enrique Vasquez President of Wealth Management
June 3, 2019
Financial Industry Veteran Will Head Blucora’s Leading Tax-Smart Wealth Management Business with $66 Billion in Assets* Read more »
1st Global’s Ryan George Named as Finalist for 2019 WealthManagement.com Industry Awards CMO of the Year
May 31, 2019
1st Global’s Ryan George, assistant vice president of marketing and communications, was recently named as one of three finalists for Broker-Dealer CMO of the Year by WealthManagement.com. Read more »
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 »

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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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