First Ascent Asset Management Raises $1.5 Million In Series B Funding
November 14, 2018 | Press Release
First Ascent secures funding.
News
A selection of company announcements and recent articles about First Ascent.
First Ascent Awarded Best TAMP 2018
September 13, 2018 | wealthmanagement.com
First Ascent takes home the Wealthmanagement.com Industry Award in the TAMP Category.
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
Institute for the Fiduciary Standard Announces New Appointments
June 26, 2018 |
Former CFTC Chair, Leading Advisers, Research Analyst
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
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.
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.
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.
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.
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.
Can New Business Models Improve Trust?
October 9, 2017 | CFA Institute
Firms are now testing alternative models in the real world.
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.
Should You Outsource Your Investment Management?
June 22, 2017 | ThinkAdvisor
If you’re thinking about outsourcing, read this first.
PODCAST: Disrupting the TAMP marketplace with a flat-fee offering
March 21, 2017 | XY Planning Network Podcast
An Interview with Scott MacKillop
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.
Events
Here are events we will be attending in the near future. Hope to see you there.