First Rate exists to help wealth management companies grow and thrive as stewards of their clients' investments.
Arlington, TX
Joined February 2010
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- Following242
- Followers355
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First Rate retweeted
We're so thankful for Tricia Duffy, an impassioned volunteer of CCA who has helped thousands of families in need. Thank you @FirstRatePerf for featuring her in #FootstepsFriday! #ccahelps #FirstRateLiving
This week's #FootstepsFriday features the First Rate Products Fulfillment Manager & impassioned volunteer of @CCALewisville, Tricia Duffy. go.firstrate.com/generationa…
#FirstRateLiving #Love #Give #Serve #Enjoy
#CompanyCulture
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How are other companies using #automation to save time and resources? Read @FirstRatePerf's #workloadautomation success story here: hubs.ly/H0yS3pp0 #nocode #lowcode #SLA #growth
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Students! Want to learn about career opportunities in investment management from our lineup of exhibitors?! REGISTER cfainst.is/SCDsocial
@Nasdaq @Refinitiv @pgim @StateStreetETFs @MorganStanley @WellsFargo @Fidelity @FactSet @PIMCO @Wellingtonmgt @PNCBank @FirstRatePerf
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Two @FirstRatePerf employees decided to provide members of their department $15 per day to spend at a local restaurant as employees work from home. Management decided to follow their lead, expanding it to all employees ➡️ ow.ly/ZEkH50z1lNQ #ShopLocal #ArlingtonKindness
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BlackRock CEO’s push toward ESG investing highlights the power he wields over the direction of corporate America, writes @jmackin2 #ESG #impactinvesting #fintech #wsj wsj.com/articles/replacing-t…
First Rate retweeted
Grateful to have @rbethmann from @FirstRatePerf come chat with my class today about Personal Financial Literacy! Invested in the community
First Rate retweeted
Great day to support your community through north Texas giving day. northtexasgivingday.org/
First Rate retweeted
Take a look! 😃
Our #wealthtech Monday's issue is come out! See the recent industry’s updates from @FacetWealth, @xtiva, @SoFi, @FirstRatePerf, @AssetMark, @xignite, @DriveWealth and so forth.
Read our Wealthtech Weekly Digest here: wealth.insart.com/wealthtech…
First Rate retweeted
Hi there! Want to stay ahead on #WealthTech innovation? 😃
Follow the breaking news from the leading #fintech companies as @PersonalCapital, @FirstRatePerf, @Betterment, @Addepar, @orionadvisor and so forth.
Find out our Monday's issue here: wealth.insart.com/wealthtech…
First Rate retweeted
New #FiduciaryStandard rule won't make your Broker into an Angel. wsj.com/articles/a-new-rule-… via @WSJ
First Rate retweeted
We found out that @FirstRatePerf has a platform that helps the company train their developers in the #wealthmanagement space. It’ so similar to what we at
@insart do within our #FinTech Engineering Approach wealth.insart.com/first-rate…
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Honored to be an official member of the 2019 Forbes Communications Council for a second year. Keeps F2 Strategy at the forefront of industry trends and thought leadership that flows to our clients!
First Rate retweeted
The rise of NEW Alternative Asset Class. We need #GIPS2020 guidance statement, TWRR or MWRR?
Luxury assets, including fancy diamonds, fine wine and vintage cars, brought investors the best returns in 2018 @DSpauldingAtTSG @CFAinstitute wsj.com/articles/the-best-in…
First Rate retweeted
Great to see the fantastic #marketing team at @FirstRatePerf Emily Traxler & Julie Wyndom working the booth at #T32018
First Rate retweeted
It's no surprise but also a huge honor for .@FirstRatePerf to be inducted into @arlingtontx Business Hall of Fame. Check out a few clips of employees and community members impacted by @FirstRateLiving @davidastone buff.ly/2R1yOzP
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Let's make an impact today and GIVE MORE. #GivingTuesday
“A life is not important except in the impact it has on other lives.”
~ Jackie Robinson (1919–1972)
First Rate retweeted
BITA risk announces strategic partnership with First Rate: corfinancialgroup.com/news/b…
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Wall Street’s race to zero hasn’t included the fees paid to human #financialadvisers—but that is starting to change #WealthManagement #Investing #Fintech wsj.com/articles/the-price-o…
First Rate retweeted
A BIG thanks to all our sponsors for making this happen! #BAMphilly18
BAM Global @BAMGlobalTT
Enterprise Stewardship @EStewardship3
First Rate @FirstRatePerf
Movaci @Movaci
Olive Technology @OliveTechnology
Transformational Impact @robertmcfarland
Agency Boon @agencyboon