• 1st-Global-Adds-New-Turnkey-Investment-Portfolio-to-Advisory-Platform


    on October 18, 2017 at 5:00 am

    Income strategy seeks to provide sustainable income in a low-rate environment […]



  • 1st-Global-Welcomes-AA-CPA-Tax-Strategies


    on October 18, 2017 at 5:00 am

    AA CPA Tax Strategies, a full-service accounting firm located in Austin, Texas, recently partnered with 1st Global, enabling the firm to add wealth management services to its current offerings. […]



  • 1st-Global-Welcomes-Magnum-CPA


    on October 11, 2017 at 5:00 am

    Magnum CPA recently partnered with 1st Global, enabling the CPA firm to add the service of wealth management to its current offerings.&nbs […]



  • Executive-Vice-President-Jeff-Magson-Comments-Featured-in-Recent-MACPA-Article


    on October 9, 2017 at 5:00 am

    The recent article “Regulators step up scrutiny of financial advisers to the elderly” published on Maryland Association of CPAs (MACPA) blog includes insights from 1st Global Executive Vice President Jeff Magson. […]



  • President-David-Knoch-Mentioned-in-Investment-News


    on October 9, 2017 at 5:00 am

    Dale Brown’s recent article in the online edition of Investment News magazine mentions comments made by 1st Global President David Knoch before the House Financial Services subcommittee on Capital Markets, Securities and Investment in July. […]



  • Jeff-Magson-to-Speak-at-Upcoming-MACPA-PFP-Conference


    on September 26, 2017 at 5:00 am

    1st Global Executive Vice President and Client Experience Officer Jeff Magson will be part of a powerful lineup of influential speakers within the CPA financial planning industry at the 32nd Annual Personal Financial Planning Conference on Oct. 24. […]



  • Thompson-Price-Scott-Adams-Welcomes-New-Advisor-Michael-Larkin


    on August 22, 2017 at 5:00 am

    Thompson, Price, Scott, Adams & Co., a full-service accounting and financial services firm with several locations in the communities of southeastern North Carolina and one office in eastern Tennessee, is excited to announce the addition of Michael Larkin, CFP®, as an advisor to the practice. […]



  • 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. […]