Press Releases

Press Releases

Press Releases
1 - 12 of 29
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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 Responds to DOL Conflict of Interest Rule Announcement

Apr 8, 2016

The U.S. Department of Labor released its highly anticipated Conflict of Interest Rule (or Fiduciary Rule) on Wednesday, April 6. 1st Global, a research and consulting partner to select CPA and wealth management firms, commends the DOL for responding to industry feedback and delivering what may be a more workable 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)

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 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)

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)

CPA Firm Partner Testimonials


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