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1st Global Earns DALBAR Crystal Pyramid for Excellence in Support to Financial Professionals.


BOSTON -- DALBAR, Inc. announced today that 1st Global has been awarded the DALBAR Crystal Pyramid pyramid, structure
pyramid. The true pyramid exists only in Egypt, though the term has also been applied to similar structures in other countries. Egyptian pyramids are square in plan and their triangular sides, which directly face the points of the
 for supporting the needs of financial professionals. The DALBAR Crystal Pyramid is only awarded to those firms in the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 industry that provide exemplary support to their customer base.

Before awarding the Crystal Pyramid, DALBAR conducted in-depth interviews with financial professionals. Financial Professionals rated 1st Global on several factors and provided comments to support their ratings. To qualify for the Crystal Pyramid, 1st Global had to meet or exceeded rigorous criteria and, as a result, earned a DALBAR designation of Excellent for overall key Vital Signs, including:

* 99% of financial professionals had an overall positive opinion of 1st Global

* 98% of financial professionals said they will stay with 1st Global for the next year

* 99% of financial professionals said they would recommend 1st Global to a peer or colleague.

"The level of performance achieved by 1st Global sets high standards for competitors to try and achieve and in doing so improves the support of all professionals." said Kathleen Whalen, managing director of DALBAR.

DALBAR, Inc., the nation's leading financial-services market research firm, continues its three-decade commitment to raising the standards of excellence in the industry. With offices in the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors that influence the overall customer-service experience in the mutual fund, broker/dealer, managed account, retirement plan, life insurance and property and casualty insurance industries. Such factors include print communications, Internet Internet

Publicly accessible computer network connecting many smaller networks from around the world. It grew out of a U.S. Defense Department program called ARPANET (Advanced Research Projects Agency Network), established in 1969 with connections between computers at the
, interactive voice response, call center, and financial-professional touch points. www.dalbar.com

1(st) Global helps tax, accounting and legal professionals build their own comprehensive financial services business with proven business building systems, education programs and technology. The company supports affiliates with a nationwide infrastructure that provides securities brokerage, fee-based management, insurance services, and financial and estate planning Estate Planning

The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death.

Notes:
Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the
 services.

1st Global currently has over 600 affiliated firms that collectively represent approximately $5 billion in managed assets and $1 billion in combined accounting, tax and financial services revenue. 1st Global Capital Corp. is a member of the NASD NASD

See: National Association of Securities Dealers


NASD

See National Association of Securities Dealers (NASD).
 and SIPC (Simply Interactive PC) An earlier umbrella term from Microsoft and Intel for a PC that works like a home appliance. For example, it has a sealed case, uses external connectors for expansion and boots in just a couple of seconds.  and is headquartered at 8150 N. Central Expressway The following roads are named Central Expressway:
  • Central Expressway, Singapore
  • Central Expressway (California), part of County Route G6 in Santa Clara County, California
  • Central Expressway (Dallas), part of U.S. Highway 75 in Dallas, Texas
, Suite 500 in Dallas, Texas “Dallas” redirects here. For other uses, see Dallas (disambiguation).
The City of Dallas (pronounced [ˈdæl.əs] or [ˈdæl.
, (214) 265-1201. Additional information about 1st Global is available via the Internet at http://www.1stGlobal.com.
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Copyright 2007, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Publication:Business Wire
Date:Jan 12, 2007
Words:380
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