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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Beau Beaullieu of CoSource Financial Named Top 50 Plan Advisor Under 40

Aug 18, 2014

Louisiana-based firm focuses on serving the retirement plan market place  (more)

1st Global to Present at The Alliott Group 2014 North America Leadership Forum and Managing Partners Meeting

May 27, 2014

Tony Batman, 1st Global Chairman and Chief Executive Officer, will present “Philosopher Kings and Managing Partners: Leadership Secrets Learned Since Antiquity to the Modern Tech Revolution” at the 2014 North America Leadership Forum and Managing Partners Meeting held in Memphis, June 24 – June 27.  (more)

1st Global Wins National Award for Employee Engagement

May 21, 2014

1st Global, a research and consulting partner to select CPA and wealth management firms, has been recognized by Quantum Workplace, a national leader in workplace assessment and leadership assessment, as a recipient of a 2014 Employee Voice Award™ Honoree.  (more)

1st Global CEO Tony Batman to Present at BKR Americas Regional Meeting 2014

May 16, 2014

Tony Batman, 1st Global Chairman and Chief Executive Officer, will present “Get Back To ‘Why’ – The Why Factor” at the BKR Americas Regional Meeting 2014 held in Denver, May 30-June 3.  (more)

1st Global Launches New Mobile App for Advisors

May 14, 2014

App connects affiliated partners with critical business functions while they are on-the-go.  (more)

1st Global Firms Featured in Accounting Today

Mar 28, 2014

The March 2014 issue of Accounting Today featured an in-depth article on CPAs and wealth management. The article centers around New Orleans-based accounting firm Ericksen, Krentel & LaPorte, a 1st Global affiliated firm, and the work being done to expand its services to clients.  (more)

1st Global to Present at JOIM Spring 2014 Conference

Feb 19, 2014

Kenneth Blay, 1st Global’s Director of Research, will present “Tax-Cognizant Portfolio Analysis: A Methodology for Maximizing After-Tax Wealth” at the Journal of Investment Management’s (JOIM) Spring 2014 Conference held in San Diego March 16-18.  (more)

CPA Practice Advisor: Five Year-end Tips for Accounting Firms on Wealth Management Services

Jan 23, 2014

CPA Practice Advisor recently spoke with 1st Global to discuss how accounting and wealth management firms can take steps to prepare themselves for success in the coming year. From improving processes to making sure your clients come into the office to drop off paperwork, these tips can help your firm get off to the right start in 2014.  (more)

1st Global National Conference 2013 Challenges Firms to “Envision” the Future

Dec 31, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, recently held its annual National Conference November 10-12 at the Omni Dallas Hotel.  (more)

Ericksen, Krentel & LaPorte Brings Tax-Optimized Financial Advice to New Orleans

Dec 19, 2013

Ericksen, Krentel & LaPorte, a full-service accounting and consulting firm, is proud to announce that it will become the first tax-optimized wealth management firm to serve the greater New Orleans area. The firm will combine the dynamic skills of CPAs with those of comprehensive financial planning to help its clients accumulate, protect and transfer wealth.  (more)

Gaurangkumar Patel of South Loop CPA, LLC Joins 1st Global

Dec 10, 2013

Gaurangkumar Patel, CPA/PFS is the Managing Member of South Loop CPA LLC, a boutique Certified Public Accounting firm with offices in Chicago's South Loop and Chicago’s Loop. By aligning with 1st Global, South Loop CPA LLC now has additional tools and resources to provide tax-centric financial planning that is focused on helping clients build sustainable wealth.  (more)

1st Global Partners with Client Heartbeat to Provide Survey Capabilities to Firms

Nov 8, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, has partnered with Client Heartbeat, a provider of customized online surveys, to offer affiliated firms access to important tools for measuring client satisfaction.  (more)

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