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. 


President David Knoch Featured in Accounting Today Article Discussing Demand for CPA Wealth Managers
March 21, 2018
In the article, Mr. Knoch discusses the increasing amount of clients seeking trusted CPAs to help them deal with wealth management and retirement planning needs in the wake of the new tax law. Read more »
CEO Tony Batman Recognized as a Top Business Leader in North Texas
February 28, 2018
1st Global Chairman and CEO Stephen A. (Tony) Batman was named one of the most powerful executives in North Texas. Read more »
President David Knoch Speaks to InvestmentNews about Engaging Advisors in the Advocacy Process
February 16, 2018
1st Global President David Knoch spoke at the annual OneVoice meeting of the Financial Services Institute about the need to more actively engage financial advisors in the advocacy process. Read more »
AVP Ryan George to Speak at PR News DigiComm Summit
January 29, 2018
Ryan George, 1st Global assistant vice president of marketing and communications, will be a presenter at the DigiComm Summit hosted by PR News on Feb. 22-23, 2018, in Huntington Beach, CA. Read more »
1st Global Names Stephen Smith AVP for RIA Compliance
January 29, 2018
1st Global, an independent wealth management partner to exceptional CPA firms, has announced the promotion of Stephen Smith to assistant vice president of RIA (advisory) compliance. Read more »
David Knoch and 1st Global Executives to Discuss Key Industry Issues at FSI OneVoice Conference
January 8, 2018
1st Global President David Knoch and other 1st Global executives will participate in several panel discussions at the FSI OneVoice Conference in Dallas, Texas, on Jan. 29–31. The conference, held at the Gaylord Texan hotel, is designed for broker-dealer home office executives... Read more »
1st Global AVP of Marketing and Communications Ryan George Speaks to PR News about Setting 2018 Communications Goals
January 3, 2018
PR News recently asked communicators that will be speaking at their DigiComm Summit, Feb. 22-23 in Huntington Beach, California, to share their PR resolutions for the coming year. AVP of Marketing and Communications Ryan George indicated his desire to get... Read more »
1st Global AVP of Compliance and CCO Adam Schaub’s Comments Featured in RegEd Branch Audit Management Upgrade
December 18, 2017
RegEd, the leading provider of Compliance Management, Licensing and Registration, and Education solutions to the financial services industry, has announced the rollout of an upgraded version of its industry-leading Enterprise Branch Audit Management. In the announcement, AVP of Compliance and CCO... Read more »
AVP of People Jeff Kramer Discusses Company Culture and Engagement with cavnessHR
December 18, 2017
Jason Cavness of CavnessHR, which delivers human resources functionality to small businesses, recently sat down with 1st Global assistant vice president of people (CHRO) Jeff Kramer for a podcast on the company’s people and culture. Small business owners, founders and... Read more »
AVP Holly Peritz Quoted on PLANADVISER Website
November 22, 2017
A recent story by Amanda Umpierrez on PLANADVISER.com highlights 1st Global’s collaboration with Aspire Financial Services to offer fee-based retirement solutions, including SIMPLE, SEP and ERISA 403(b) plans. Holly Peritz, 1st Global’s assistant vice president of wealth platforms, explains “We... Read more »

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