From Commute to Community: A Transition that Enhanced the Life and Community of First Rate’s Chief Business Development Officer

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

How Did We Do?

How did we do last year? This is a question posed millions of times in our wealth management world. Unfortunately, the answer can be a real head-scratcher. Well, we outperformed similar fund [...]

Mergers and Acquisitions Mania

Punxsutawney Phil says six more weeks of bad winter weather. Well, that hasn’t slowed down the merger and acquisition activity going on in our industry. Just this week, SS&C Technologies [...]