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In the latest adoption milestone report, First Rate’s CORE solution has signed the 250th client specific to the bank and trust space in the wealth management industry. This adoption signifies the [...]

The financial industry is known for its complex lexicon. Advisors and other insiders often converse exclusively using terminology most personal investors do not understand. Much of their jargon [...]

The financial services industry is at the brink extraordinarily exciting times. Over the next 15 years, there will be a transfer of approximately $30 to $33 trillion from the current generation [...]