In The News

In The News

In The Media

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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

Jun 28, 2017

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.  (more)

1st Global’s Jeff Magson Featured in Financial Advisor Magazine Article

Jun 22, 2017

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.  (more)

1st Global President David Knoch Featured in Wall Street Journal Editorial

Jun 15, 2017

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.  (more)

Survey Shows 90 Percent of 1st Global Affiliates Are Satisfied with Service, Support and Partnership

Jun 3, 2017

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.  (more)

President David Knoch to Speak at Upcoming SuperConference

Jun 1, 2017

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.  (more)

1st Global’s Jeff Magson’s Article Featured on CNBC

May 17, 2017

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.  (more)

1st Global’s Barnard Ingram Contributes to INSIDE Public Accounting Article

May 16, 2017

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.  (more)

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

May 16, 2017

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.  (more)

1st Global’s Bill Snyder Writes Article for WealthManagement.com

May 3, 2017

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.  (more)

1st Global’s Jeff Magson Featured in Financial Advisor IQ Article

May 3, 2017

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.  (more)

1st Global’s Cyndy Hubler Writes Article Featured in Accounting Today

Apr 20, 2017

Cyndy Hubler, a compliance consultant and the practice lead of education and training in the Compliance Department at 1st Global, was recently published in Accounting Today for her piece regarding how financial advisors can provide better service to their senior clients.  (more)

1st Global’s Jeff Magson Provides Commentary for Financial Advisor Article

Apr 20, 2017

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.  (more)

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