The Unexpected Adventure of Hyderabad: Building Long-Distant Relationships that Will Last a Lifetime

Debra Detweiler( Product Manager, Products – Reporting & Analytics )Debra L. Detweiler, Product Manager – Reporting & Analytics, has been with First Rate since 2017. You can connect [...]

Perfecting Client Services One Day at a Time: 3 Ways Daily Stand Up Meetings Play a Role in Client Satisfaction

Rob Bethmann( General Manager, Service Bureau )Rob Bethmann joined First Rate as the firm’s 10th employee in 1998. He has served in multiple business units in the company and currently serves as [...]

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 an HR Generalist Empowers Others by Living Out First Rate Values

Danielle Snailer( HR Generalist & Trainer )Danielle was hired at First Rate in 2008 on a part-time basis following her graduation from college and became a full-time employee the following year. [...]

First Rate: The New Hall of Famer

Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]

Peer Group Comparison: The What, The How, The Why Now?

                 Should I take the toll-way or the highway?               Should I cook with olive oil or butter?               Should I strap my lawn chair to 45 weather balloons to fulfill [...]

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.  [...]

5 Tips to Elevate Your Firm with Automated Billing

The days of mailing paper invoices to clients and receiving envelopes containing paper checks is a dim memory for most businesses.  In this age of electronic transfers and digital currencies, an [...]

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 [...]

4 Best Practices for API Implementation

“The concept of an API pre-dates the advent of personal computing, let alone the web, by a very long time.” – Martin Bartlett, Programmer Back in February 2000, became the [...]