Press Releases

Press Releases

Press Releases
25 - 35 of 35
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1st Global Welcomes Simpson & Simpson CPAs

Feb 19, 2013

Located in Los Angeles, Simpson & Simpson CPAs is a successful audit practice with a focus on providing innovative business solutions to governments, employee benefit plans and nonprofit organizations. The firm is dedicated to not just being auditors, but also trusted advisors and consultants to clients and prides itself on being effective and progressive with its solutions.  (more)

1st Global National Conference 2012 Celebrates “Knowing Why”

Dec 20, 2012

1st Global, a research and consulting partner for high achieving CPA firms offering wealth management, recently held its annual National Conference November 11-13 at The Broadmoor Hotel in Colorado Springs, Colorado. Featuring speeches, presentations and conversations from acclaimed luminaries, decorated veterans and diplomats such as former Secretary of State George P. Shultz, the Father of Supply-Side Economics Dr. Arthur B. Laffer, Tulane professor Peter Ricchiuti, U.S. Air Force Col. Ed Hubbard (Ret.) and bestselling author of The Reinventors Jason Jennings, this year’s gathering of 1st Global’s leading firms was driven by “Knowing WHY.”  (more)

1st Global Celebrates 20 Years of Guiding CPA Firms to Succeed in Wealth Management

Oct 16, 2012

Dallas, Texas — October 17, 2012 — 1st Global, a provider of comprehensive wealth management services for select CPA and wealth management firms, is celebrating 20 years of success and setting its sights on the future. For two decades, 1st Global has facilitated the growth of affiliated firms by equipping them with world-class research, accounting firm-centered advice, exceptional business development education and innovative technology. 1st Global is continuing its investment in the future with a new headquarters location. The firm is also declaring four primary business objectives essential to sustaining its growth for the next decade.  (more)

1st Global Launches Wealth Management Feasibility Analysis and Consultation Offering for CPA Firms

Aug 16, 2012

1st Global, a leading growth consultant for select CPA firms, is launching a comprehensive discovery program for firms interested in maximizing the growth, profitability and valuation of their current wealth management program, or exploring the addition of wealth management services for the first time.  (more)

Growth Consultant to CPA Firms Provides Interactive, In-depth Business Building Opportunities on its New Website

Mar 6, 2012

1st Global, a leading growth consultant for select CPA firms, now offers interactive, in-depth wealth management and business-building opportunities on its new website. With many CPA firms experiencing flat or little growth over the last five years, this information as well as exchange of ideas on the site will be very beneficial for CPA firm partners seeking sustainable profits.  (more)

1st Global’s National Conference 2011 asks, “What’s Next?”

Dec 15, 2011

1st Global, headquartered in Dallas, Texas renewed its commitment to wealth management excellence at its 20th annual National Conference, November 13-15, 2011, at the Grand America Hotel in Salt Lake City, Utah.  (more)

1st Global Engages Dr. Art Laffer

Nov 1, 2010

1st Global, the wealth management and business development partner to leading CPA, tax and estate planning firms, announces that Dr. Arthur B. Laffer, "Father of Supply-Side Economics" and creator of the Laffer Curve, has been engaged as an economic advisor to 1st Global's Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global's executive management team.  (more)

1st Global Engages Dr. Markowitz

Mar 17, 2010

1st Global, the wealth management and business development partner to leading CPA, tax and estate planning firms, announces that Dr. Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory (MPT), has been engaged as advisor to 1st Global's Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global's Investment Management Research Group (IMRG).  (more)

1st Global Partners with Klein Decisions

Aug 12, 2009

1st Global, the business development and resource partner of choice to leading wealth management firms, recently announced the integration of its comprehensive business platform, 1st Global Pathway™, with a very robust risk assessment tool, Risk.IQ™.  (more)

1st Global Honored with Financial Planning Award

Jun 4, 2009

1st Global, the business development and resource partner of choice to hundreds of leading wealth management firms, received the 2008 Financial Planning Award of Excellence from CPA Wealth Provider magazine for the fifth consecutive year.  (more)

1st Global Earns Two DALBAR Awards

Feb 3, 2009

1st Global's ongoing commitment to providing high standards of service to its affiliated advisors was once again honored in 2008 with two awards from DALBAR, an independent financial services market research firm.  (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