First Ascent Ranked #1 TAMP and Passes the $1 Billion Mark
March 31, 2021 |
First Ascent ranked #1 for the second year in a row.
News
A selection of company announcements and recent articles about First Ascent.
Should You Outsource Your Investment Management
March 30, 2021 |
By asking yourself three questions, you can quickly determine if you are a good candidate for outsourcing.
January 29, 2021 | Wealthmanagement.com
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
First Ascent Up for Two Industry Awards
June 30, 2020 | Press Release
First Ascent is recognized for its investor education and thought leadership efforts.
March 24, 2020 |
There’s a growing gap between what we know and what we feel.
March 19, 2020 | First Ascent
Check out our free resource for those who are wondering if they are good candidates for outsourcing portfolio management.
First Ascent Selects Anvil to Automate Account Opening
October 27, 2019 | Press Release
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.
PODCAST: What to Watch Out for When Outsourcing Investment Management
May 30, 2019 | Advisor Perspectives
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher
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
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.
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
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.
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.
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.
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.”
Events
Here are events we will be attending in the near future. Hope to see you there.