Press Releases

Press Releases

Press Releases
13 - 24 of 35
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1st Global President David Knoch Elected to Financial Services Institute Board of Directors

Dec 4, 2014

1st Global President David Knoch was recently selected to serve on the Board of Directors for the Financial Services Institute (FSI).  (more)

1st Global Wins National Award for Employee Engagement

May 21, 2014

1st Global, a research and consulting partner to select CPA and wealth management firms, has been recognized by Quantum Workplace, a national leader in workplace assessment and leadership assessment, as a recipient of a 2014 Employee Voice Award™ Honoree.  (more)

1st Global Launches New Mobile App for Advisors

May 14, 2014

App connects affiliated partners with critical business functions while they are on-the-go.  (more)

1st Global National Conference 2013 Challenges Firms to “Envision” the Future

Dec 31, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, recently held its annual National Conference November 10-12 at the Omni Dallas Hotel.  (more)

Ericksen, Krentel & LaPorte Brings Tax-Optimized Financial Advice to New Orleans

Dec 19, 2013

Ericksen, Krentel & LaPorte, a full-service accounting and consulting firm, is proud to announce that it will become the first tax-optimized wealth management firm to serve the greater New Orleans area. The firm will combine the dynamic skills of CPAs with those of comprehensive financial planning to help its clients accumulate, protect and transfer wealth.  (more)

1st Global Partners with Client Heartbeat to Provide Survey Capabilities to Firms

Nov 8, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, has partnered with Client Heartbeat, a provider of customized online surveys, to offer affiliated firms access to important tools for measuring client satisfaction.  (more)

1st Global Launches CPA Wealth Enterprise Newsletter

Aug 27, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, is launching CPA Wealth Enterprise, a newsletter that educates and informs readers about developments, trends and insights regarding comprehensive wealth management.  (more)

Carl George engaged as a Strategic Advisor

Jun 5, 2013

1st Global, a research and consulting partner to select CPA and wealth management firms, has engaged Carl George as a strategic advisor to the company. Through his company, Carl George Advisory, LLC, George will provide general consulting and strategic advice to 1st Global and its CPA firms on many relevant areas such as CPA firm governance, professional oversight, factors driving international and domestic growth and profitability, CPA firm operations process improvement, leadership development and succession, mergers and acquisitions, business education, and CPA-industry assessment of strengths-weaknesses-opportunities-threats.  (more)

1st Global Congratulates Jason Costner on Joining WABC Wealth Management Services

Feb 25, 2013

1st Global congratulates Jason Costner on becoming a financial advisor with WABC Wealth Management Services, an affiliate of Weil, Akman, Baylin & Coleman, P.A., Certified Public Accountants & Business Consultants.  (more)

John Kostukovich, CPA Joins 1st Global

Feb 19, 2013

John Kostukovich, CPA, a solo practitioner located in Camp Hill, Pa., has partnered with 1st Global. Kostukovich now offers comprehensive services to solve every aspect of his clients’ financial puzzles, including both tax and wealth management needs. He began his CPA career in 1991 and became a financial advisor in 1999, allowing him to provide a full menu of beneficial services to his valued clients. Kostukovich’s new alignment with 1st Global gives his firm the tools and resources to not just create custom financial plans, but to also build sustainable growth for his clients and his firm.  (more)

1st Global Welcomes Weatherley, Butterworth, Macias & Graves, P.C.

Feb 19, 2013

Weatherley, Butterworth, Macias & Graves, P.C. is a full-service tax and accounting firm in El Paso, Texas. The firm recently welcomed two new partners, Richard Kaufman and Jerry Ward, to its group through a merger. They join Robert Weatherley, John Butterworth, Melissa Macias and Annette Graves to provide high-quality services to the firm’s valued clients. The firm has also entered into a strategic partnership with 1st Global, which will allow it to offer wealth management services to serve clients.  (more)

G. Michael Smith & Associates, PC Joins 1st Global

Feb 19, 2013

G. Michael Smith & Associates, PC recently affiliated with 1st Global. This Bogart, Ga.-based CPA firm offers a wide range of tax services and now adds wealth management to its list of services. Smith recently earned his Series 7 and 66 securities licenses and can now be a greater benefit to his clients by advising them on their complete financial situation. With more than 30 years of CPA experience and the addition of these two new licenses, Smith is guiding his practice toward sustainable growth.  (more)

CPA Firm Partner Testimonials

"1st Global provides the service we need, the networking that we want and the teamwork that I think is valuable." – CPA from Medford, Oregon