What Does Wealth Stewardship Really Look Like?

The difference between a wealth manager and a wealth steward might sound to some people like nothing more than a semantic word choice. But here at First Rate, we take the idea of stewardship [...]

REMEMBER TO VOTE: The value of advice versus the value of activity

Maybe through all the Presidential election coverage you missed Merrill Lynch’s most recent announcement. As of next April 10, Merrill Lynch will no longer accept new, transaction compensated [...]

FIRST RATE WINS TWO WEALTHMANAGEMENT.COM 2016 INDUSTRY AWARDS

Arlington, TX  – First Rate, a leading provider of wealth management solutions, today announced it was named 2016 Industry Awards winner in the “Technology – Compliance” and the “Technology – [...]

FIRST RATE ANNOUNCES THE OPENING OF A NEW OFFICE IN HONG KONG

First Rate’s Hong Kong office will bring the Asia-Pacific region a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s [...]

Performance Calculations at Your Fingertips – Don’t let the SEC Rule Scare You!

On August 25, 2016 the SEC announced amendments to several Investment Advisers Act rules. The SEC adopted the Amendments to require additional information from advisers that will allow investors [...]

Upside/Downside Capture: The Way to Help You Communicate the Directional Volatility in Your Client’s Portfolio

There is an old saying: “What goes up must come down.” However, for an investment manager, perhaps it should be “What goes up hopefully goes down less.” The true skill of an [...]