• AVP-Holly-Peritz-Quoted-on-PLANADVISER-Website

    on November 22, 2017 at 6:00 am

    A recent story by Amanda Umpierrez on PLANADVISER.com highlights 1st Global’s collaboration with Aspire Financial Services. […]

  • AVP-Ryan-George-to-Speak-at-PR-News-Media-Relations-Conference

    on November 22, 2017 at 6:00 am

    Ryan George, 1st Global assistant vice president of marketing and communications, will be a presenter at the Media Relations Next Practices Conference hosted by PR News on Dec. 6-7, 2017 […]

  • Tax-Season-by-the-Numbers

    on November 14, 2017 at 6:00 am

    As we approach the holidays, CPAs and accountants become increasingly busy as they start preparing for the New Year and upcoming tax season. Every tax season comes with its own unique opportunities. […]

  • Payne-Nickles-Welcomes-Billy-Cunningham

    on October 23, 2017 at 5:00 am

    Payne Nickles & Co. is excited to announce the addition of Billy Cunningham, CFP®, CLF®, ChFC®, CLU®, LUTCF, as an advisor to the practice. […]

  • 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. […]