Webinar – First Rate & ACA Compliance Group: A Bank’s Compass on the Road for GIPS Compliance

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 [...]

Three Ways Chief Investment Officers Are in the Dark

Chief Investment Officers (CIOs) at Wealth Management firms have a hard job, whether it’s keeping an eye on the economy, overseeing investments, or managing a team of front office professionals.  [...]