Impact Investing: What’s the Hype About?
Impact Investing is one of the hottest buzzwords in the wealth management industry today. Gaining traction from investors that want to be financially and socially aware, this type of investment [...]
Impact Investing is one of the hottest buzzwords in the wealth management industry today. Gaining traction from investors that want to be financially and socially aware, this type of investment [...]
Impact society by putting the client’s long-term objectives first. The new CFA Institute CEO Paul Smith made this point clear, making it the driving charge of the CFA Institute under his watch. [...]
Aesop’s fable of The Horse, Hunter and Stag: A quarrel had arisen between the Horse and the Stag, so the Horse came to a Hunter to ask his help to take revenge on the Stag. The Hunter agreed, but [...]
The banking landscape in America has been dominated by large financial institutions over the last few decades. However, the community bank still plays an integral role in the fabric of [...]
During my recent attendance of the semi-annual Tiburon CEO Summit in New York, I was able to not only take in a great deal of information and ideas but I was also able to find a television and [...]
First Rate was pleased to participate in last week’s Tiburon CEO Summit in New York. The event included close to three hundred CEOs, presidents and C-level executives within the financial [...]
My mom was a bookkeeper in the 70’s and instilled the fundamentals of saving in her children starting at a young age. She reminded us over and over about the importance of putting aside a portion [...]
April 8, 2015 – First Rate, a leading provider of wealth management and client reporting solutions for the financial services industry, today announced Client One Securities LLC, a full-service [...]
1. Goal-Based Reporting. Darrin Courtney from the CEB Tower Group presentation solidified that this is the #1 trend in client reporting. CEB research found that being able to show client progress [...]
If you had to pick, which do you think would better predict the future performance of mutual funds: (A) The Morningstar Star Rating (B) The expense ratio of the fund Most investors would likely [...]