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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1st Global Adds Aspire for SIMPLE, SEP IRA and ERISA 403(b) Business

Sep 19, 2017

New Fee-Based Solutions Align with DOL Conflict of Interest Rule Standards  (more)

Thompson, Price, Scott, Adams & Co. Welcomes New Advisor Michael Larkin, CFP®

Aug 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 an advisor to the practice.  (more)

1st Global Congratulates Affiliated CPA Firms for Being Named “2017 Best Accounting Firms to Work for” by Accounting Today

Aug 16, 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 this year’s list.  (more)

President David Knoch’s Comments Featured in Financial Advisor Magazine Online

Aug 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 reasons behind the decreasing business.  (more)

President David Knoch Quoted in Financial Advisor Magazine Online Article

Aug 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.  (more)

President David Knoch Mentioned in Recent InvestmentNews Article

Aug 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.  (more)

Tony Batman’s Article Featured in Entrepreneur Magazine’s Online Edition

Aug 2, 2017

1st Global Chairman and CEO Tony Batman recently wrote an article titled “How Entrepreneurs and Small-Business Owners Can Prepare for the Worst” that was published in Entrepreneur magazine’s online version.  (more)

President David Knoch to Speak at Upcoming AICPA EDGE Experience Conference

Jul 20, 2017

1st Global President David Knoch will be part of a lineup of influential leaders within the CPA profession and in the fields of career development and personal growth at the EDGE Experience conference hosted by the American Institute of CPAs (AICPA) from Wednesday, Aug. 2 – Friday, Aug. 4.  (more)

1st Global President David Knoch Elected As FSI Vice Chair of the Board

Jun 28, 2017

1st Global President David Knoch has been a member of the Financial Services Institute since 2005 and was recently elected as the vice chair of its board of directors. He will serve as chair of the board in 2019.  (more)

1st Global’s Jeff Magson Featured in Financial Advisor Magazine Article

Jun 22, 2017

1st Global Executive Vice President and Client Experience Officer Jeff Magson recently contributed his insights regarding client behavior and how advisors can help to try to keep their clients on track.  (more)

1st Global President David Knoch Featured in Wall Street Journal Editorial

Jun 15, 2017

1st Global President David Knoch recently contributed his insights regarding the importance of diversity within wealth management firms in Alex Coppola’s editorial piece “Embrace Diversity…of Clients and Advisers” in the The Wall Street Journal.  (more)

Survey Shows 90 Percent of 1st Global Affiliates Are Satisfied with Service, Support and Partnership

Jun 3, 2017

1st Global, an independent wealth management partner to exceptional CPA firms, announced the results of its most recent Voice of the Advisor survey today. Survey data from the company’s affiliated CPA wealth management firms shows high marks for financial advisor satisfaction, partnership and retention.  (more)

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