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About First Rate Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, First Rate’s solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service. For more information about First Rate, visit www.FirstRate.com.

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Wealth Management in a Post-Madoff World focus of First Rate Financial Performance Conference

Mon, Jun 27, 2011 13:00 CET

Arlington, TX, June 27th, 2011--Like twin tsunamis, the global financial downturn and Madoff Ponzi scandal have forever altered the wealth management industry. Financial advisors are coping with consumer confidence meltdown and the toxic residue from anger, distrust and cynicism. The recent First Rate Performance Conference provided insights, inspiration, and specific training to increase customer confidence and improve customer service in client communication for the financial services industry. “When investor confidence

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Wealth Management in a Post-Madoff World focus of First Rate Financial Performance Conference