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 Advisor Elier Peraza Quoted in U.S. News & World Report Article

Mar 15, 2017

Elier Peraza, financial advisor at JY WealthCare in San Jose, California, recently provided commentary regarding retirement planning strategies in U.S. News & World Report’s article “Last-Minute IRA Contributions Before Filing Your Taxes.”  (more)

1st Global Welcomes ONeill & Bergado Inc.

Mar 8, 2017

The CPA firm of ONeill & Bergado Inc. recently partnered with 1st Global, enabling the CPA firm to add the service of wealth management to its current offerings.  (more)

1st Global Shares Love on Valentine’s Day

Mar 8, 2017

On Tuesday, Feb. 14, 1st Global spread love to the local community by donating Valentine’s Day cards and small gifts to patients at Medical City Children’s Hospital.  (more)

1st Global Executive Vice President and Client Experience Officer Jeff Magson Provides Commentary Regarding Financial Planning Advice for Financial Advisor Magazine

Feb 21, 2017

In the recent Financial Advisor magazine article “Growth Opportunities Can Appear When Re-Examining Financial Advice, Plans,” 1st Global Executive Vice President and Client Experience Officer Jeff Magson shared his belief that financial planning is the cornerstone to a successful financial advisory business.  (more)

1st Global Welcomes Mannuzza & Lamela, LLC As New Affiliate

Jan 30, 2017

1st Global is pleased to announce the recent affiliation of Mannuzza & Lamela, LLC, a firm based in Scotch Plains, New Jersey.  (more)

Magnuson, McHugh & Company Welcomes Kevin McClelland, CRPC®

Jan 26, 2017

Magnuson, McHugh & Company, a recent affiliate of 1st Global, is proud to announce the addition of Kevin McClelland, CRPC®, as the director of wealth management.  (more)

1st Global Leaves Footprint in the Dallas Community in 2016

Jan 12, 2017

In December 2016, 1st Global employees lived out the company’s purpose intentional living through serving their local community through four different community partners, including the Windsor Gardens Nursing Home, the North Texas Food Bank, Dallas LIFE Foundation and Heart House.  (more)

Carol L. King & Associates, P.A. Welcomes the Addition of Katherine Morosani, MBA, AIF®, PPC®, New Advisor

Jan 11, 2017

Carol L. King & Associates, P.A., a full-service accounting firm located in Asheville, North Carolina, that offers tax-optimized wealth management services, is excited to announce the addition of a new advisor, Katherine Morosani, MBA, AIF®, PPC®.  (more)

1st Global Welcomes Magnuson, McHugh & Company As New Affiliate

Dec 1, 2016

Magnuson, McHugh & Company, an Idaho-based firm founded 65 years ago on the principle of making its clients’ successes its most important business, recently affiliated with 1st Global.  (more)

PK Financial Strategies, LLC, Adds Brent Beane and Ryan Fischer, CFP®, As Associate Advisors

Dec 1, 2016

PK Financial Strategies, LLC, a client-centered financial services firm, is proud to announce the addition of Brent Beane and Ryan Fischer, CFP®, as associate advisors.  (more)

1st Global Announces New Investment Program, Guidance for CPA Advisors on Fiduciary Rule

Nov 16, 2016

1st Global, an independent wealth management partner to exceptional CPA firms, announced today that it will continue supporting all forms of comprehensive financial planning and investment advice in accordance with the upcoming Department of Labor (DOL) fiduciary rule. The company also announced a new fee-based investment program for clients with investible assets of $5,000 or more as well as new tools that affiliated advisors can use to adjust their businesses prior to the rule’s expected implementation in April 2017.  (more)

1st Global Employees Enjoy Halloween Festivities at Recent Company Event

Nov 14, 2016

1st Global recently held its annual Halloween company engagement event to recognize its employees’ achievements over the last quarter and also to celebrate one of the company’s favorite holidays together.  (more)

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