Blog Post
Fiduciary Responsibility: Risk from the Client's Perspective
Thursday, February 08, 2024
Thursday, February 08, 2024
Tuesday, February 06, 2024
Financial innovation is at a crossroads, where data-driven insights, comprehensive reporting and AI technology…
Thursday, February 01, 2024
There are many useful and helpful things to be accomplished, but the practical reality is that these…
Thursday, January 25, 2024
Financial responsibility and stewardship should be a key focus for every investment firm. This is also…
Wednesday, November 08, 2023
The world of philanthropy is undergoing a significant transformation, driven by innovative technology…
Thursday, October 26, 2023
For many wealth management firms, assessing investment performance is already a manual and intricate…
Thursday, October 19, 2023
It was a monumental week for First Rate as we unveiled the first-ever First Rate Wealthtech Connect!…
Thursday, October 05, 2023
We had the pleasure of hosting Pamela Cytron, President of The Founders Arena and a seasoned entrepreneur…
Wednesday, August 16, 2023
In our most recent podcast, we sat down with Rohit Agarwal, CEO and Co-Founder of Sora Finance, to explore…
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, totalling 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.…