Stop the Dangerous Notion That Asset Management is Commoditized
March 20, 2018 |
This article also appears in the Journal of Financial Planning: Practice Management Blog. The emergence of low-cost investment solutions like robo-advisers and model marketplaces has elicited statements by earnest pundits about the “commoditization” of asset management. These well-meaning observ
The Importance of Sticking It Out
March 7, 2018 |
What a month! As the markets racked up the first full year in history with 12 months of positive stock market returns, the tension that’s been building for many investors throughout 2017 finally broke. To buck the trend, February of 2018 brought us the two largest single day point drops in the his
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
