Press Releases

Press Releases

Press Releases
1 - 12 of 33
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1st Global Announces New Investment Program, Guidance for CPA Advisors on Fiduciary Rule

Nov 16, 2016

1st Global, an independent wealth management partner to exceptional CPA firms, announced today that it will continue supporting all forms of comprehensive financial planning and investment advice in accordance with the upcoming Department of Labor (DOL) fiduciary rule. The company also announced a new fee-based investment program for clients with investible assets of $5,000 or more as well as new tools that affiliated advisors can use to adjust their businesses prior to the rule’s expected implementation in April 2017.  (more)

1st Global Shares Expert Advice on Financial Planning in a Post-DOL World in New Book

Nov 9, 2016

Jeff Magson, executive vice president and client experience officer at 1st Global, an independent wealth management partner to exceptional CPA firms, was selected to contribute his expertise in a new book about financial advice.  (more)

1st Global Launches Enterprise Empowerment Initiative

Sep 21, 2016

Leading research and consulting partner to CPAs unveils largest investment in internal infrastructure in company history  (more)

1st Global Asks Non-Traded REIT Companies to Lower Fees

Sep 7, 2016

1st Global, an independent wealth management partner to exceptional CPA firms, is calling on non-traded REIT sponsors to lower the upfront commissions on non-traded REITs and other direct participation programs.  (more)

1st Global Announces New Senior Leadership in Wealth Platforms and Marketing

Aug 10, 2016

1st Global, an independent wealth management partner to exceptional CPA firms, has announced two new additions to its senior leadership team with the hire of Holly Peritz for the role of assistant vice president (AVP) of wealth platforms and the promotion of Ryan George to assistant vice president (AVP) of marketing and communications.  (more)

1st Global DOL Rule Task Force to Lead Workshop on Fiduciary Rule at Communities Event

Jul 12, 2016

Leading research and consulting partner to CPAs committed to educating advisors on new Conflict of Interest Rule  (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 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)

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)

1st Global President David Knoch Elected to Financial Services Institute Board of Directors

Dec 4, 2014

1st Global President David Knoch was recently selected to serve on the Board of Directors for the Financial Services Institute (FSI).  (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)

CPA Firm Partner Testimonials


"1st Global provides the service we need, the networking that we want and the teamwork that I think is valuable." – CPA from Medford, Oregon