What Fiduciaries Should Expect from Regulation Best Interest
May 24, 2019 | WealthManagement.com
The SEC has scheduled a vote on Reg BI for June 5. Here’s what advisors can expect.
The Science Behind Building an Enduring Practice
May 8, 2019 | Advisor Perspectives
Some things never change. Build your business on a solid, lasting foundation.
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
