Why the Race to Zero Doesn’t Exist
March 7, 2018 | Financial Planning
When it comes to investment products, everybody gets paid.
Why the Race to Zero Doesn’t Exist
March 7, 2018 | Financial Planning
When it comes to investment products, everybody gets paid.
The streamlined process will increase operational efficiency, decrease time to account opening, and allows First Ascent to continue providing white-glove service to its advisors and their clients.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher