• 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. […]



  • President-David-Knoch-to-Speak-at-Upcoming-SuperConference


    on June 1, 2017 at 5:00 am

    1st Global President David Knoch will join a lineup of accomplished and highly sought-after speakers at Salim Omar’s 2017 CPA Marketing Genius “Gateway to Success SuperConference,” which aims to help businesses take their practices to higher levels of success. […]



  • Jeff-Magson-Article-Featured-on-CNBC


    on May 17, 2017 at 5:00 am

    1st Global Executive Vice President and Client Experience Officer Jeff Magson’s article “Advisors Should Practice What They Preach and Offer Fee Diversification” was recently featured on CNBC’s “Advice and the Advisor” special report, which is a how-to guide for financial advice geared toward both consumers and professionals. […]



  • 1st-Global-One-of-9-Firms-Adopting-More-Transparent-Fee-Disclosure-Model


    on May 16, 2017 at 5:00 am

    1st Global recently received media coverage in multiple publications after the North American Securities Administrators Association announced earlier this month that a number of firms have agreed to use a fee disclosure model developed by NASAA. […]



  • Barnard-Ingram-Contributes-to-INSIDE-Public-Accounting-Article


    on May 16, 2017 at 5:00 am

    1st Global Assistant Vice President of Business Development Barnard Ingram recently provided insight regarding the accounting industry’s efforts to increase diversity within the profession in an article “Conversations about Diversity: From Hitting the Numbers to Shifting the Culture” for INSIDE Public Accounting. […]



  • Bill-Snyder-Writes-Article-for-WealthManagement-com


    on May 3, 2017 at 5:00 am

    1st Global Regional Director of Financial Planning Bill Snyder’s article “The Value of a Seasonal Approach” was recently published by WealthManagement.com, a news and analysis center for the financial services industry. […]



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


    on May 3, 2017 at 5:00 am

    1st Global Executive Vice President and Client Experience Officer Jeff Magson recently contributed his thoughts regarding service models being the key differentiator for financial advisors in Bob Curtis’ article “Advisors and Firms Must Now Adapt to Survive” on Financial Advisor IQ. […]



  • Jeff-Magson-Provides-Commentary-for-Financial-Advisor-Article


    on April 20, 2017 at 5:00 am

    1st Global Executive Vice President and Client Experience Officer Jeff Magson offered his insight regarding the emotional element to financial planning in “Why Financial Advisors Need to Be Coaches,” an article recently published in Financial Advisor’s online edition. […]