Archives

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 [...]

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 @1stRateMarshall, or connect [...]

Arlington, TX  – First Rate, a leading provider of wealth management solutions, today announced it was named 2016 Industry Awards winner in the “Technology – Compliance” and the “Technology – [...]

First Rate’s Hong Kong office will bring the Asia-Pacific region a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s [...]

“Never judge a book by its cover.” This statement has been used for many years to remind people not to judge a person, an event, a situation, or a book by its outward appearance. It may be [...]

In 2013, Marshall Smith and Bo McWilliams had a vision to develop First Rate’s first office in Hyderabad, India. With the help of Praveen Pagadala and Rob Bethmann, this vision became a reality [...]

We celebrate our company anniversary on July 15th because that’s the date Texas recognized First Rate, Inc. as a company in 1991. However, in my mind, the beginning of First Rate goes back [...]

At this time of year, summer vacations are very prevalent. Either you are planning one or Volkswagen-station-wagon-ad-cropped maybe you’re on it right now. I remember many summer vacations as a [...]

The last part of our Building a Learning Organization series – start with Part 1 and Part 2 to get caught up!   Innovating Firm-wide The word innovation has a negative connotation in many [...]

Continuing our Building a Learning Organization series, we look at Empowering Teams in Part 2. If you missed Part 1, visit here to catch up! Empowering Teams Empowered teams are about getting the [...]