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 Accomplishments Featured in Recent Dallas Business Journal Article
April 20, 2017
The Dallas Business Journal article, titled “Wealth management firm breaks record for new accounts on fiduciary rule migration,” highlights the tremendous achievement 1st Global made in the beginning of 2017 and how the firm has responded to the new fiduciary standards set... Read more »
1st Global’s Cyndy Hubler Writes Article Featured in Accounting Today
April 20, 2017
Cyndy Hubler, a compliance consultant and the practice lead of education and training in the Compliance Department at 1st Global, was recently published in Accounting Today for her piece regarding how financial advisors can provide better service to their senior clients. Read more »
1st Global’s Jeff Magson Provides Commentary for Financial Advisor Article
April 20, 2017
1st Global Executive Vice President and Client Experience Officer Jeff Magson offered his insight regarding the emotional element to financial planning in “Why Financial Advisors Need to Be Coaches,” an article recently published in Financial Advisor’s online edition. Read more »
1st Global Attracts $522 Million in New Advisory Assets during First Quarter of 2017
April 12, 2017
Fee-based advisory platform has grown nearly 17 percent since last year Read more »
1st Global Advisor Elier Peraza Quoted in U.S. News & World Report Article
March 15, 2017
Elier Peraza, financial advisor at JY WealthCare in San Jose, California, recently provided commentary regarding retirement planning strategies in U.S. News & World Report’s article “Last-Minute IRA Contributions Before Filing Your Taxes.” Read more »
1st Global Shares Love on Valentine’s Day
March 8, 2017
On Tuesday, Feb. 14, 1st Global spread love to the local community by donating Valentine’s Day cards and small gifts to patients at Medical City Children’s Hospital, a local hospital that provides advanced pediatric health care for young patients of... Read more »
1st Global Welcomes ONeill & Bergado Inc.
March 8, 2017
The CPA firm of ONeill & Bergado Inc. is dedicated to serving its clients’ needs and focuses on providing value with integrity. The San Jose, California-based firm recently partnered with 1st Global, enabling the CPA firm to add the service... Read more »
1st Global Executive Vice President and Client Experience Officer Jeff Magson Provides Commentary Regarding Financial Planning Advice for Financial Advisor Magazine
February 21, 2017
In the recent Financial Advisor magazine article “Growth Opportunities Can Appear When Re-Examining Financial Advice, Plans,” 1st Global Executive Vice President and Client Experience Officer Jeff Magson shared his belief that financial planning is the cornerstone to a successful financial... Read more »
1st Global Welcomes Mannuzza & Lamela, LLC As New Affiliate
January 30, 2017
1st Global is pleased to announce the recent affiliation of Mannuzza & Lamela, LLC, a firm based in Scotch Plains, New Jersey, that was founded on three principles: professionalism, responsiveness and quality. Read more »
Magnuson, McHugh & Company Welcomes Kevin McClelland, CRPC®
January 26, 2017
Magnuson, McHugh & Company, a recent affiliate of 1st Global, is proud to announce the addition of Kevin McClelland, CRPC®, as the director of wealth management. Kevin joins the firm with more than 10 years of industry experience, providing financial... Read more »

Pages

Insights and Research

How to Help a Grieving Client

True Customer Service Happens with Recovery

Increasing Team Productivity in Just One Hour

Retirement Income: Risk Premium versus Risk Pooling

Overcoming Conflict

Interested in learning how 1st Global can help you and your firm?

Leave us your name and email, and we'll get back to you soon.