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Goals-based wealth management is not about re-inventing the wheel. It is about helping to align the different wheels of a client’s holistic financial plan so they roll smoothly throughout a [...]

If you have worked in the investment performance industry for a certain length of time, you are very likely to have come across the statement “performance is just math.”  In a sense, [...]

ExecView provides data mining and surveillance across large sets of accounts to identify various outliers and exceptions for those who have oversight responsibilities. ExecView facilitates the [...]

In fourth grade, I encountered my first BIG failure. I remember the experience distinctly. I walked into second-period music class, was presented a 12-inch blue zip-up bag and told to sit down [...]

“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 [...]

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 [...]