Thought Leadership Archive

News

First Rate Inc. Wins Triple Honors at WealthBriefing Wealth For Good Awards 2024

Thursday, June 27, 2024

Blog Post

First Rate's Inaugural International Company Retreat: A Journey of Growth and Connection

Wednesday, May 22, 2024

News

First Rate Taps Global Marketing Leader and CEO April Rudin to Join Company’s Board of Advisors

Wednesday, March 20, 2024

As founder and CEO of The Rudin Group, Rudin leads a national team of industry communications experts…

Blog Post

Navigating the WealthTech Frontier: Insights from The Ventures in WealthTech Podcast

Thursday, October 05, 2023

We had the pleasure of hosting Pamela Cytron, President of The Founders Arena and a seasoned entrepreneur…

Blog Post

From Local To Global: How First Rate Is Changing The Game With Its Mission-Driven Approach

Wednesday, April 12, 2023

For over 30 years, First Rate has embedded its core values of Love, Give, Serve, and Enjoy into every…

Q and A

Q & A: Inside The Day & Life Of The First Rate Wealth Managing Director

Tuesday, January 10, 2023

On September 23, 2022, The Arlington Chamber of Commerce, in partnership with Arlington Today, announced…

Blog Post

A Match Made In Financial Heaven: 3 Ways Tech Is Re-Shaping The Financial Advisor And Investor Relationship

Wednesday, September 14, 2022

We sat down with CEO and Founder of WealthRamp, Pam Krueger, to discuss the challenges that investors…