February 2, 2017 | Investment Advisor
Advisors need to embrace change and be ready to evolve.
News
A selection of company announcements and recent articles about First Ascent.
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.
Is Regulation Driving Innovation in 401(k) Fee Models?
November 7, 2016 | 401(k) Specialist
Far from pricing smaller investors out, it could actually help.
First Ascent’s Householding Policy Makes Flat-Fee Asset Management A Reality
November 2, 2016 | Press Release
The householding policy continues First Ascent’s “road-less-traveled” effort to jettison the industry’s traditional pricing model.
Educated Investors Make Better, Happier Clients
October 6, 2016 | Financial Advisor IQ
Highlighting the importance of education in the Advisor-Investor relationship.
Scott MacKillop Battles the Robots
October 3, 2016 | WealthManagement.com
First Ascent is appealing to advisors looking to compete with algorithmic upstarts.
Denver Asset Manager Promotes Flat-Fee Money Management
September 16, 2016 | Denver Business Journal
Denver startup challenges traditional AUM fee structure.
If You Can Commoditize Asset Management, Will Advisors Be Next?
September 9, 2016 | ThinkAdvisor
First Ascent’s fee structure could be a game-changer for TAMPs.
Podcast: How a startup investment firm is blowing up the AUM pricing model
September 6, 2016 | Belay Advisor
Up until now, the AUM model has worked fine for financial advisors and clients. Will it continue?
Digital advice is lowering costs for clients. Why not for advisers too?
August 10, 2016 | Financial Planning
The industry must change its pricing or disappear.
When Fintech Meets Old-School Investing
July 29, 2016 | ETF.com
First Ascent uses new technology to provide low-cost, elegantly simple investment solutions.
Go ahead and grill your financial adviser: Questions to ask
July 7, 2016 | USA Today
USA Today shares First Ascent’s thinking about questions to ask your financial advisor.
Newly Formed Firm Fires Broadside At Managed Account Fees
June 29, 2016 | Financial Advisor
First Ascent plans to disrupt the managed account business on three fronts. Learn how.
New Firm Caps Account Fees at $1,500
June 21, 2016 | ThinkAdvisor
The fee structure is “the perfect solution” to the DOL’s conflict of interest rule.
Startup Turns Portfolio Pricing on Its Head
June 20, 2016 | Financial Advisor IQ
“They’re turning the asset management pricing model on its head.”
Events
Here are events we will be attending in the near future. Hope to see you there.