Fueling a GM’s Passions: A Journey of First Rate Values

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

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.  [...]

Four Challenges in Managing Oversight of Your Rep as PM Program

With the shift towards asset fee-based compensation for investment management, many brokers and financial advisors are registering their own portfolio strategies in a representative as portfolio [...]

Alternative Assets & Performance

The use of alternative assets in client investments has grown substantially in the past decade.  The uniqueness of these assets presents several challenges to firms trying to measure and report [...]

Wealth Stewardship and the Fiduciary Standard

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

Be Their Trusted Advisor

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

The First Step Toward Becoming a Wealth Steward

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

What Does Being a Wealth Steward Look Like?

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

First Rate Adopts a Stewardship Culture, Too

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]

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 [...]

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