Press Releases

Press Releases

Press Releases
1 - 12 of 36
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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)

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)

1st Global Attracts $522 Million in New Advisory Assets during First Quarter of 2017

Apr 12, 2017

Fee-based advisory platform has grown nearly 17 percent since last year  (more)

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)

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