Scott MacKillop Wins Investments & Wealth Institute Governance Insight Award

May 13, 2019 | Press Release

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

Company Announcement

First Ascent Launches First Flat-Fee, Multi-Factor, Open Architecture Portfolios

April 9, 2019 | Press Release

First Ascent’s already robust offering of portfolios becomes even stronger with the Factor Select series.

Company Announcement

PODCAST: Revolutionizing Asset Management

January 18, 2019 | Top Advisor Marketing

Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a … Read More

Industry Press

First Ascent Welcomes Charles Burgess, CFA to its Investment Committee

January 7, 2019 | Press Release

First Ascent’s already talent-laden investment team becomes even stronger.

Company Announcement

Global Explorer Portfolios Achieve Three Year Track Record

January 7, 2019 | Press Release

We’re celebrating!  Our portfolios now have a three-year track record.   If you’d like to learn how you can put our flat-fee asset management to work at your firm, please Contact Us.

Company Announcement

First Ascent Asset Management Expands Distribution, Now Available at Envestnet

December 10, 2018 | Press Release

Adoption of flat fee asset management continues to grow as advisors seek ways to better serve their clients.

Company Announcement, Industry Press

First Ascent Prepares New Factor ETF Models

December 10, 2018 | Citywire

The flat-fee asset manager plans to roll the new models out early next year.

Industry Press

First Ascent Nears $300M Goal; Gets $1.5M in New Funding

November 20, 2018 | ThinkAdvisor

Scott MacKillop says unique approach to portfolio management makes it “fastest growing TAMP from scratch.”

Industry Press

First Ascent Asset Management Raises $1.5 Million In Series B Funding

November 14, 2018 | Press Release

First Ascent secures funding.

Company Announcement

First Ascent Awarded Best TAMP 2018

September 13, 2018 | wealthmanagement.com

First Ascent takes home the Wealthmanagement.com Industry Award in the TAMP Category.

Company Announcement, Industry Press

Institute for the Fiduciary Standard Announces New Appointments

June 26, 2018 |

Former CFTC Chair, Leading Advisers, Research Analyst

Industry Press

A ‘Disruptive’ Idea for the 401k RFP Process

June 21, 2018 | 401K Specialist

Traditionally, RFPs are solicited from each individual plan provider, a process that can take months

Industry Press

Fintech Firm BidMoni Launches FiduciaryShield, a Retirement Plan Platform That Assists Plan Sponsors to Meet their Fiduciary Duties and Reduce Plan Costs

June 20, 2018 | Press Release

Proprietary tech platform empowers plans to engage in a competitive bidding process for the first time, offering them significant savings and other fiduciary benefits.

Industry Press

First Ascent Asset Management Named Finalist for WealthManagement.com Industry Awards

June 15, 2018 | Press Release

Annual awards program recognizes outstanding organizations that support financial advisor success.

Company Announcement

Is It Time to Outsource Your Firm’s Investment Management Tasks?

April 6, 2018 | Financial Advisor IQ

In the landscape of investment advising, First Ascent Asset Management says the time for advisors to consider outsourcing some of their services is now.

Industry Press