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

Craig Apfel( Account Executive, Business Development )Craig M. Apfel, CIPM, Account Executive – Business Development, has been with First Rate since 2015. You can connect with Craig via [...]

Peer Group Comparison: The What, The How, The Why Now?

                 Should I take the toll-way or the highway?               Should I cook with olive oil or butter?               Should I strap my lawn chair to 45 weather balloons to fulfill [...]

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.  [...]