Does Your Fee Schedule Need an Overhaul?
November 22, 2016 | ThinkAdvisor
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
Does Your Fee Schedule Need an Overhaul?
November 22, 2016 | ThinkAdvisor
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher
DENVER—May 13, 2019—First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award. He won the award for his article, The Harmonization Trap: Why Advisors Should Demand Truth-in-Labeling Rather than a Uniform Fiduciary Standard, … Read More