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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David Knoch and Ryan George to Discuss Industry Topics at FSI OneVoice Conference

Jan 21, 2016

1st Global President David Knoch and Director of Communications Ryan George will both take part in panel discussions at the FSI OneVoice Conference in Orlando, Florida, on Jan. 25–27.  (more)

1st Global President David Knoch Elected As Chair of Finance Committee at FSI

Dec 17, 2015

The Financial Services Institute (FSI) announced Dec. 16 that that 1st Global President David Knoch has been elected finance committee chair.  (more)

Cindy Scott to Speak at the AICPA® 2016 Advanced Personal Financial Planning Conference

Dec 14, 2015

Cindy Scott, national director of the 1st Global Leadership Academy, will share her insights on making wise choices at the AICPA® 2016 Advanced Personal Financial Planning Conference on Jan. 17 at the Bellagio Hotel in Las Vegas.  (more)

1st Global Employees Celebrate What They Are Thankful for — Each Other

Nov 25, 2015

1st Global, a research and consulting partner to select CPA and wealth management firms, recently hosted a company luncheon to connect with one another and celebrate what they are thankful for.  (more)

1st Global Has Villainous Fun at Halloween Soiree

Nov 2, 2015

1st Global, a research and consulting partner to select CPA and wealth management firms, recently hosted a company event to enjoy some Halloween fun and recognize employee achievements and share successes — both personal and corporate — in recent months.  (more)

1st Global Launches New Survey Exploring Gen Next CPAs

Oct 22, 2015

1st Global has launched a 10-min survey exploring what CPA firms need to do to attract, engage and retain Gen X and millennial CPA talent.  (more)

1st Global Celebrates Fall and Football with Employee Tailgate Party

Sep 25, 2015

1st Global, a research and consulting partner to select CPA and wealth management firms, recently hosted a company Engage: Connect event that allowed employees to enjoy a tailgate experience outside in the pleasant fall weather.  (more)

Head of Market Research to Discuss Big Data at the 2015 Corporate Researchers Conference

Sep 21, 2015

Marc Alley, Head of Market Research at 1st Global, will join Annie Pettit, Ph. D., of Peanut Labs for a debate-like discussion entitled, “What’s the Big Deal with Big Data?” on Oct. 6 at 8:30 a.m. at the 2015 Corporate Researchers Conference in St. Louis.  (more)

1st Global Partners with Studio Movie Grill on Employee Engagement

Aug 11, 2015

1st Global, a research and consulting partner to select CPA and wealth management firms, recently hosted a special event to recognize employee achievements and share successes, both personal and corporate, in recent months. 1st Global employees were treated to lunch, a movie and a company celebration at Studio Movie Grill in Richardson, Texas.  (more)

1st Global Congratulates Beau Beaullieu on Being Named in 2015 PLANADVISER Top 100

Mar 5, 2015

1st Global is proud to congratulate Beau Beaullieu of CoSource Financial in Lafayette, Louisiana for being named in the 2015 PLANADVISER Top 100.  (more)

Rawdin-Baron Financial, Inc. Announces Name Change to Reason Financial

Feb 12, 2015

Rawdin-Baron Financial, Inc., a comprehensive financial planning and tax services firm, announced today that it is changing its name to Reason Financial: A Rawdin-Baron Financial Company. The name change, and corresponding new logo and brand, reflect the company’s commitment to serving the growing needs of its clients well into the future.  (more)

1st Global National Conference 2014 Encourages Firms to Look at "The Big Picture"

Jan 22, 2015

1st Global, a research and consulting partner to select CPA and wealth management firms, recently held its annual National Conference November 19 – 21 at the Omni Nashville Hotel.  (more)

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