Should You Outsource Your Investment Management?
June 22, 2017 | ThinkAdvisor
If you’re thinking about outsourcing, read this first.
News
A selection of company announcements and recent articles about First Ascent.
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.
March 15, 2017 | RIA-Biz
First Ascent is using a flat, capped fee to fulfill a founder’s vision
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.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
March 2, 2017 | ThinkAdvisor
An offering for the real issues facing advisors.
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?
February 27, 2017 | Barron's
A startup TAMP is breaking new ground as a flat-fee (and very low cost) asset manager.
SEC Issues Guidance for Robo-Advisors, Investors
February 24, 2017 | ThinkAdvisor
Robos are fiduciaries under the Advisers Act, SEC says.
First Ascent Drops Fees to $500 on All Accounts
February 23, 2017 | ThinkAdvisor
Asset manager trades fee caps for flat fees on all accounts.
Discount pricing could lure more RIAs to outsource asset management
February 23, 2017 | Investment News
First Ascent Asset Management, which is billing itself as the first flat-fee asset manager, charges just $500 per adviser client.
Portfolio Strategist Introduces Flat Fee for All Accounts
February 22, 2017 | WealthManagement.com
Scott MacKillop’s First Ascent will charge $500 per account, no matter what size.
First Ascent Rolls Out Asset Management Industry’s First Flat-Fee Pricing for Financial Advisors
February 22, 2017 | Press Release
$500 fee shatters pricing paradigm, keeps value proposition.
February 2, 2017 | Investment Advisor
Advisors need to embrace change and be ready to evolve.
First Ascent Position Paper Explores Robo Advice Regulatory Issues
December 14, 2016 | Press Release
Paper proposes ways to regulate robos while allowing them to bring innovation to investment advice.
Events
Here are events we will be attending in the near future. Hope to see you there.