Three Ways to Help Engage Employees: New and Experienced

So, your HR department created an exhaustive, bulleted list of job responsibilities for a recently vacated position, summed up earning potential and benefits, and uploaded the file on to Monster, [...]

First Rate Successfully Performs 2015 Disaster Recovery Exercise

Arlington, TX – May 27, 2015 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced it has successfully [...]

First Rate Successfully Performs 2015 Disaster Recovery Exercise

Arlington, TX – May 27, 2015 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced it has successfully [...]

How Did We Do?

How did we do last year? This is a question posed millions of times in our wealth management world. Unfortunately, the answer can be a real head-scratcher. Well, we outperformed similar fund [...]

Orchestrating Advice Through Goals-Based Wealth Management

                                “The conductor must manage the collective conscience of a hundred musicians to [...]

What is a Social Business?

The first thing that might come to mind is a business that sells social media or communication services. But that’s NOT at all what social business is. Social Business, by definition, is a [...]

From Our President – Quarter 1 Newsletter Highlights

We are all in high spirits at First Rate after recently completing our annual client conference in San Diego. The location, topics, speakers, and group of attendees were all spectacular. The [...]