Duck, Duck, Duck, DOL, DOL, DOL, SEC!

It seems like we have been going in circles, sitting and waiting for clarification around DOL and the fiduciary standard for so long that many may be ignoring an upcoming rule from the SEC that [...]

Webinar – First Rate + Wilshire Analytics

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 [...]

Two requirements to Add Relative Insight to Your Client Reporting: Benchmark Yourself Against Your Invested Peers AND Investable Assets

Benchmarks are a fact of life. In education, there is your class rank. In college football, there is the top 25. In my son’s Karate club, there are colored belts. Benchmarks help you [...]

Coming to Grips with BICE and What You Must Do

The Best Interests Contract Exemption (BICE) is a central piece of the DOL fiduciary rule. It exempts particular transactions from the rule so that advisors providing non-discretionary advice may [...]

FIRST RATE ANNOUNCES AGREEMENT WITH WILSHIRE ANALYTICS TO EXTEND WILSHIRE TUCS® PEER GROUP REPORTING TO WEALTH MANAGERS

Arlington, TX – May 9, 2017 – First Rate, a leading provider of wealth management solutions, and Wilshire Analytics, the technology foundation of Wilshire Associates (Wilshire®),  today announced [...]