In The News

In The News

In The Media

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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President David Knoch Speaks to InvestmentNews about Engaging Advisors in the Advocacy Process

Feb 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.  (more)

1st Global Names Stephen Smith AVP for RIA Compliance

Jan 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.  (more)

AVP Ryan George to Speak at PR News DigiComm Summit

Jan 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  (more)

David Knoch and 1st Global Executives to Discuss Key Industry Issues at FSI OneVoice Conference

Jan 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.  (more)

1st Global AVP of Marketing and Communications Ryan George Speaks to PR News about Setting 2018 Communications Goals

Jan 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.  (more)

AVP of People Jeff Kramer Discusses Company Culture and Engagement with cavnessHR

Dec 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 Jeff Kramer for a podcast on the company’s people and culture.  (more)

1st Global AVP of Compliance and CCO Adam Schaub’s Comments Featured in RegEd Branch Audit Management Upgrade

Dec 18, 2017

In a recent RegEd announcement, AVP of Compliance and CCO Adam Schaub spoke about how RegEd’s increased automation and improved efficiency throughout the audit lifecycle have resulted in significantly streamlined audit management.  (more)

AVP Ryan George to Speak at PR News Media Relations Conference

Nov 22, 2017

Ryan George, 1st Global assistant vice president of marketing and communications, will be a presenter at the Media Relations Next Practices Conference hosted by PR News on Dec. 6-7, 2017  (more)

AVP Holly Peritz Quoted on PLANADVISER Website

Nov 22, 2017

A recent story by Amanda Umpierrez on PLANADVISER.com highlights 1st Global’s collaboration with Aspire Financial Services.  (more)

Tax Season by the Numbers

Nov 14, 2017

As we approach the holidays, CPAs and accountants become increasingly busy as they start preparing for the New Year and upcoming tax season. Every tax season comes with its own unique opportunities.  (more)

Payne Nickles & Co. Welcomes Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF

Oct 23, 2017

Payne Nickles & Co. is excited to announce the addition of Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF, as an advisor to the practice.  (more)

1st Global Welcomes AA CPA Tax Strategies

Oct 18, 2017

AA CPA Tax Strategies, a full-service accounting firm located in Austin, Texas, recently partnered with 1st Global, enabling the firm to add wealth management services to its current offerings.  (more)

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