The partnership focuses on providing best-of-breed performance, risk and portfolio analysis, and portfolio modeling tools to firms worldwide. First Rate a leading provider of wealth management [...]
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. [...]
Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]
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 [...]
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 [...]
As the financial sector evolves amid market shifts and regulatory changes, technology is a must-have for wealth management firms. Financial technology enables advisors to stay connected to [...]
First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]
First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]
To comply with DOL regulations, many firms are simply adding all their new brokerage accounts to their managed account platforms. This approach seems to be a straightforward solution to ensuring [...]
It seems like we have been going in circles, sitting and waiting for clarification around DOL and the fiduciary standard for so long that many may be ignoring an upcoming rule from the SEC that [...]
