PODCAST: Is 1% Dead and Gone?

September 6, 2018 | Sara Grillo Podcast

Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it work for them without becoming … Read More

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

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

PODCAST: Disrupting the TAMP marketplace with a flat-fee offering

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