Productivity and Parenting: Take Your Time

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 [...]

Five Ways to Onboard New Employees During COVID-19

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 [...]

White Paper Summary: A Practical Approach to ESG Management

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 [...]

Three Things Your Firm Needs to Know About ESG Investing

Douglas TengdinA Wealth Management professional with over 30 years of experience leading investment teams and managing individual and institutional accounts with multi asset-class exposure in [...]

How Investor Passions and Purpose are Reshaping Wealth Management

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

Wealth Stewardship and the Fiduciary Standard

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

Spend More Time with Clients

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Be Their Trusted Advisor

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

Retention is All About Relationship: How to Lock Arms with Clients

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 [...]

Video – Transitioning Wealth: What it is and Why it Matters for Retention

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 [...]

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