Blog Post
Empowering Generosity: How WealthTech is Revolutionizing Philanthropy
Wednesday, November 08, 2023
Wednesday, November 08, 2023
Thursday, October 26, 2023
For many wealth management firms, assessing investment performance is already a manual and intricate…
Thursday, October 19, 2023
Thursday, October 05, 2023
Wednesday, August 16, 2023
Wednesday, July 26, 2023
In recent years, the emergence of Artificial Intelligence (AI) and machine learning has revolutionized…
Tuesday, July 11, 2023
As part of our ongoing strategy to expand and enhance our client reporting services and solutions for…
Sunday, June 18, 2023
As the Feds continue to raise interest rates due to high inflation, it’s no secret that the bond market…
Wednesday, May 31, 2023
Attempting to navigate and stay ahead of a rapidly evolving and disruptive market has forced many technology…
Wednesday, May 10, 2023
Over half of the world’s working adults, totaling 1.4 billion people, lack access to financial services,…
Sunday, April 23, 2023
First Rate, a leading wealthtech services provider to the wealth management industry, today announced…
Wednesday, April 12, 2023
For over 30 years, First Rate has embedded its core values of Love, Give, Serve, and Enjoy into every…
Thursday, March 23, 2023
While most might not admit it, many wealth managers are drowning in their data lakes. Whether structured…
Wednesday, March 08, 2023
There are three areas that firms need to understand before implementing AI solutions into their business.…
Thursday, February 02, 2023
First Rate, a leading wealthtech service provider to the wealth management industry, today announced…
Thursday, January 19, 2023
First Rate, a leading wealthtech services provider to the wealth management industry, today announced…
Tuesday, January 10, 2023
On September 23, 2022, The Arlington Chamber of Commerce, in partnership with Arlington Today, announced…
Wednesday, December 14, 2022
Many people tend to make the assumption that faith-based investing is simply the purchase of stocks that…