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 to Present at JOIM Spring 2014 Conference

Feb 19, 2014

Kenneth Blay, 1st Global’s Director of Research, will present “Tax-Cognizant Portfolio Analysis: A Methodology for Maximizing After-Tax Wealth” at the Journal of Investment Management’s (JOIM) Spring 2014 Conference held in San Diego March 16-18.  (more)

CPA Practice Advisor: Five Year-end Tips for Accounting Firms on Wealth Management Services

Jan 23, 2014

CPA Practice Advisor recently spoke with 1st Global to discuss how accounting and wealth management firms can take steps to prepare themselves for success in the coming year. From improving processes to making sure your clients come into the office to drop off paperwork, these tips can help your firm get off to the right start in 2014.  (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)

Gaurangkumar Patel of South Loop CPA, LLC Joins 1st Global

Dec 10, 2013

Gaurangkumar Patel, CPA/PFS is the Managing Member of South Loop CPA LLC, a boutique Certified Public Accounting firm with offices in Chicago's South Loop and Chicago’s Loop. By aligning with 1st Global, South Loop CPA LLC now has additional tools and resources to provide tax-centric financial planning that is focused on helping clients build sustainable 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)

Embracing Mobile Technology: The Next Game Changer for Financial Advisors

Aug 22, 2013

1st Global President and COO David Knoch recently participated in a Fidelity research study on advisor use of mobile technology. This paper discusses how advisor interest in mobile technology is growing and what direction the industry may go from here.  (more)

1st Global Welcomes Victor Soto, Jr., CFA, FRM, CAIA to the Investment Management Research Group

Aug 21, 2013

1st Global’s Platform Consulting Group is pleased to announce the addition of Victor Soto, Jr., CFA, FRM, CAIA, as a portfolio manager with the Investment Management Research Group.  (more)

Erich J. Zielonka Joins 1st Global

Jun 13, 2013

As a practicing accountant and enrolled agent, Erich J. Zielonka has more than 15 years of finance, accounting and tax experience. His alignment with 1st Global allows him to offer a broader range of wealth management services to the individual clients and businesses he serves from his Pleasanton, Calif., office. Through his affiliation with 1st Global, Erich will continue to help his clients keep their financial goals and plans on track.  (more)

Accounting Today Speaks with 1st Global CEO Tony Batman and Carl George on New Strategic Partnership

Jun 7, 2013

1st Global recently announced that the company has engaged Carl George and Carl George Advisory, LLC as a strategic advisor. 1st Global Chairman and Chief Executive Officer Tony Batman and Carl George discussed the engagement with Tamika Cody from Accounting Today.  (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)

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