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 Mentioned in Investment News
October 9, 2017
Dale Brown’s recent article “Our best tool against the DOL fiduciary rule is data” in the online edition of Investment News magazine mentions comments made by 1st Global President David Knoch before the House Financial Services subcommittee on Capital Markets,... Read more »
Executive Vice President Jeff Magson’s Comments Featured in Recent MACPA Article
October 9, 2017
The recent article “Regulators step up scrutiny of financial advisers to the elderly” published on Maryland Association of CPAs (MACPA) blog includes insights from 1st Global Executive Vice President Jeff Magson. The article highlights new FINRA regulations, as well as... Read more »
1st Global Adds New Turnkey Investment Portfolio to Advisory Platform
September 28, 2017
1st Global, an independent wealth management partner to exceptional CPA firms, is pleased to announce its latest addition to the Investment Management Solutions (IMS) platform: the IMS Select Portfolios — Income strategy. The new strategy is designed to provide a... Read more »
1st Global Client Experience Officer Jeff Magson, CRPC® to Speak at Upcoming MACPA PFP Conference
September 26, 2017
1st Global Executive Vice President and Client Experience Officer Jeff Magson will be part of a powerful lineup of influential speakers within the CPA financial planning industry at the 32nd Annual Personal Financial Planning Conference, hosted by the Maryland Association of... Read more »
1st Global Adds Aspire for SIMPLE, SEP IRA and ERISA 403(b) Business
September 19, 2017
Aspire Financial Services, a leading service provider of retirement account recordkeeping solutions, is pleased to announce that it is partnering with 1st Global, an independent wealth management partner to exceptional CPA firms, to provide fee-based SIMPLE, SEP and ERISA 403(b) retirement solutions on... Read more »
Thompson, Price, Scott, Adams & Co. Welcomes New Advisor Michael Larkin, CFP®
August 22, 2017
Thompson, Price, Scott, Adams & Co., a full-service accounting and financial services firm with several locations in the communities of southeastern North Carolina and one office in eastern Tennessee, is excited to announce the addition of Michael Larkin, CFP®, as... Read more »
1st Global Congratulates Affiliated CPA Firms for Being Named “2017 Best Accounting Firms to Work for” by Accounting Today
August 15, 2017
1st Global, an independent wealth management partner to exceptional CPA firms, would like to commend its affiliated CPA firms that were recognized as “2017 Best Accounting Firms to Work for” by Accounting Today. Overall, six of 1st Global’s partner firms were included in... Read more »
President David Knoch Quoted in Financial Advisor Magazine Online Article
August 9, 2017
1st Global President David Knoch recently contributed to Dan Jamieson’s article “Recruiting Speeds Up” in Financial Advisor magazine’s online edition, affirming that there’s a current increase in CPA firms’ interests in adding wealth management services to their practices. Read more »
President David Knoch’s Comments Featured in Financial Advisor Magazine Online
August 9, 2017
In Dan Jamieson’s recent article “Direct Fund Business Squeezed in Wake of DOL Rule” in the online edition of Financial Advisor magazine, 1st Global President David Knoch contributed his insight regarding the decline of the number direct mutual fund accounts and the... Read more »
President David Knoch Mentioned in Recent InvestmentNews Article
August 3, 2017
1st Global President David Knoch continues to advocate on behalf of the Financial Services Institute in protest of the DOL Conflict of Interest Rule, recently going before the House Financial Services Capital Markets, Securities and Investment subcommittee last month. Read more »

Pages

Insights and Research

5 Financial Goals to Help Your Clients Grow

What Every Branding Toolkit Needs: Vector Logo

Three Ways to Start Your Community Outreach

Growing Your Firm through Your Assistant Team

Eight Signs Your Computer Has Been Hacked

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.