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

First Ascent Is Betting Big on $500 Flat-Fee Portfolios

April 3, 2018 | ThinkAdvisor

CEO Scott MacKillop tells ThinkAdvisor how he took a page from robos to try and beat them at their own game.

Industry Press| Flat-Fee, Robos

To Create Better Business Ideas, You Need to Clear Your Mind of Clutter. Here’s How to Do It

December 8, 2017 | Inc.

A successful entrepreneur explains how he clears his mind 14,000 feet above sea level.

Industry Press| entrepreneur, innovation

Can New Business Models Improve Trust?

October 9, 2017 | CFA Institute

Firms are now testing alternative models in the real world.

Industry Press| Flat-Fee

The One-Flat-Fee-Fits-All ETF Strategist

July 13, 2017 | ETF.com

First Ascent Asset Management is a newcomer in the ETF strategist space.

Industry Press| client-friendly

Should You Outsource Your Investment Management?

June 22, 2017 | ThinkAdvisor

If you’re thinking about outsourcing, read this first.

Industry Press

Disrupting the TAMP marketplace with a flat-fee offering – An interview with Scott MacKillop of First Ascent Asset Management

March 21, 2017 | XY Planning Network Podcast

An Interview with Scott MacKillop

Industry Press

First Ascent Finds Success in Move to Flat Fees

March 20, 2017 | ThinkAdvisor

First Ascent’s CEO Scott MacKillop admits flat fee pricing may not be for everyone.

Industry Press

Scott MacKillop applies shock-and-awe pricing to SMA market to good effect after merely lower fees left RIAs flat

March 15, 2017 | RIA-Biz

First Ascent is using a flat, capped fee to fulfill a founder’s vision

Industry Press

Advisors Are Facing A Perfect Storm

March 9, 2017 | Seeking Alpha

Put this in your pocket: the best interest of the client is not just lip service; it’s a way of life.

Industry Press

First Ascent: A Glimpse Into the Future of Advisor Portfolio Management

March 2, 2017 | ThinkAdvisor

An offering for the real issues facing advisors.

Industry Press

Flat Fee Outsourcing

February 28, 2017 | BobVeres.com

First Ascent Asset Management will manage any of your client portfolios, with a broad suite of services, for a flat $500. Will others follow?

Industry Press

Flat-Fee TAMP Makes a Splash

February 27, 2017 | Barron's

A startup TAMP is breaking new ground as a flat-fee (and very low cost) asset manager.

Industry Press

SEC Issues Guidance for Robo-Advisors, Investors

February 24, 2017 | ThinkAdvisor

Robos are fiduciaries under the Advisers Act, SEC says.

Industry Press

First Ascent Drops Fees to $500 on All Accounts

February 23, 2017 | ThinkAdvisor

Asset manager trades fee caps for flat fees on all accounts.

Industry Press