• 1st-Global-Congratulates-Affiliated-CPA-Firms-2017-Best-Accounting-Firms-to-Work-for


    on August 16, 2017 at 5:00 am

    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. […]



  • President-David-Knoch-Comments-Featured-in-Financial-Advisor-Magazine-Online


    on August 9, 2017 at 5:00 am

    In Dan Jamieson’s recent article “Direct Fund Business Squeezed in Wake of DOL Rule” in the online edition of Financial Advisor magazine, 1st Global President David Knoch contributed his insight regarding the decline of the number direct mutual fund accounts and the reasons behind the decreasing business. […]



  • President-David-Knoch-Quoted-in-Financial-Advisor-Magazine-Online-Article


    on August 9, 2017 at 5:00 am

    1st Global President David Knoch recently contributed to Dan Jamieson’s article “Recruiting Speeds Up” in Financial Advisor magazine’s online edition, affirming that there’s a current increase in CPA firms’ interests in adding wealth management services to their practices. […]



  • President-David-Knoch-Mentioned-in-Recent-InvestmentNews-Article


    on August 3, 2017 at 5:00 am

    1st Global President David Knoch continues to advocate on behalf of the Financial Services Institute in protest of the DOL Conflict of Interest Rule, recently going before the House Financial Services Capital Markets, Securities and Investment subcommittee last month. […]



  • Tony-Batman-Article-Featured-in-Entrepreneur-Magazine


    on August 2, 2017 at 5:00 am

    1st Global Chairman and CEO Tony Batman recently wrote an article titled “How Entrepreneurs and Small-Business Owners Can Prepare for the Worst” that was published in Entrepreneur magazine’s online version. […]



  • President-David-Knoch-to-Speak-at-Upcoming-AICPA-EDGE-Experience-Conference


    on July 20, 2017 at 5:00 am

    1st Global President David Knoch will be part of a lineup of influential leaders within the CPA profession and in the fields of career development and personal growth at the EDGE Experience conference hosted by the American Institute of CPAs (AICPA) from Wednesday, Aug. 2 – Friday, Aug. 4. […]



  • 1st-Global-President-David-Knoch-Elected-As-FSI-Vice-Chair-of-the-Board


    on June 28, 2017 at 5:00 am

    1st Global President David Knoch has been a member of the Financial Services Institute since 2005 and was recently elected as the vice chair of its board of directors. He will serve as chair of the board in 2019. […]



  • Jeff-Magson-Featured-in-Financial-Advisor-Magazine-Article


    on June 22, 2017 at 5:00 am

    1st Global Executive Vice President and Client Experience Officer Jeff Magson recently contributed his insights regarding client behavior and how advisors can help to try to keep their clients on track. […]



  • 1st-Global-President-David-Knoch-Featured-in-WSJ-Editorial


    on June 15, 2017 at 5:00 am

    1st Global President David Knoch recently contributed his insights regarding the importance of diversity within wealth management firms in Alex Coppola’s editorial piece “Embrace Diversity…of Clients and Advisers” in the The Wall Street Journal. […]



  • Survey-Shows-90-Percent-of-1st-Global-Affiliates-Satisfied


    on June 3, 2017 at 5:00 am

    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. […]