What It Really Means to be a Wealth Steward

In the wealth management industry today there’s more competition for clients than ever before. As you try to attract the most valuable clients, it’s critical to set yourself apart as [...]

Lightning Strides in Client Reporting: A Strategic Opportunity in the Age of Financial Technology

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 [...]

The DOL Proposal – What Does It Mean For You?

Much has been written, and much more will be, about the current Department of Labor (DOL) rule proposal concerning conflicts of interest.  There should be because this proposal covers a lot of [...]

FIRST RATE ANNOUNCES APPOINTMENT OF CHIEF COMPLIANCE OFFICER

The new chief compliance officer will aide First Rate to continually provide the best security and service to its clients. First Rate, a leading provider of performance measurement and client [...]