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1st Global Honored With Financial Planning Award of Excellence DALLAS - January 29, 2008 - 1st Global, the business development and resource partner of choice to hundreds of leading wealth management firms, received the 2007 Financial Planning Award of Excellence from CPA Wealth Provider magazine for the fourth consecutive year. This award symbolizes 1st Global's commitment to leadership in the financial services industry, as well as its dedication to innovation, efficiency and service excellence. "We are honored to be named one of the top broker/dealers by CPA Wealth Provider magazine again in 2007," said 1st Global CEO Tony Batman. "We are acknowledged as an industry leader for providing world-class support to wealth management professionals through practice management support, innovative tools and cutting-edge technology. We strive to be the best wealth management partner for financial professionals who are committed to helping their clients with comprehensive financial services." 1st Global was recognized for excellence and innovation in several key areas, including the expansion of the Marketing Field Guide and adding new postcards, letters and brochures. 1st Global continues to provide advisors with a step-by-step, systematic approach to marketing wealth management services to their clients. 1st Global also rolled out the new IMS Navigator. This new online system offers improved access to client data and new information that will ultimately make it easier for advisors to serve their clients. IMS Navigator enables advisors to view all client data at the account level based on the way they access and analyze client accounts. 1st Global also expanded client campaigns such as, "Selling During Tax Season" and "Selling During Retirement Plan Season" in support of firms' wealth management. Since 1st Global partners with CPAs, tax and accounting professionals, we believe tax season is an ideal time to provide independent, objective wealth management advice and enable our firms to better serve their clients. 1st Global continues to be showcased as an industry thought-leader. Our expertise in the wealth management industry is reinforced throughout various state and nationwide publications. About 1st Global 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. More than 600 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions. 1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas,(214) 265-1201. Additional information about 1st Global is available via the Internet at www.1stGlobal.com. 
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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC |
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