The Case for GIPS Compliance: A Question of Trust

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

All Integration Methods Are Not Created Equal

 As a Wealth Manager, your team needs to be devoted stewards of your clients’ wealth. To do that successfully, your clients need to know: How their investments are performing against their [...]

The UBERization of Financial Advice: It’s Time to Integrate or Stagnate

“When you come to a fork in the road, take it.” – Yogi Berra Robo-advisors aren’t just here to stay—they are here to take over and disrupt the traditional business model for investment advisory [...]

Wealth Stewardship During a Market Crash

Nothing is certain in this world, except for death, taxes and perhaps that when the markets go down and go down big, clients panic.  Calls flood into advisors with endless questions: Should they [...]