The streamlined process will increase operational efficiency, decrease time to account opening, and allows First Ascent to continue providing white-glove service to its advisors and their clients.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher
DENVER—May 13, 2019—First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award. He won the award for his article, The Harmonization Trap: Why Advisors Should Demand Truth-in-Labeling Rather than a Uniform Fiduciary Standard, … Read More
First Ascent’s already robust offering of portfolios becomes even stronger with the Factor Select series.
Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a … Read More
First Ascent’s already talent-laden investment team becomes even stronger.
We’re celebrating! Our portfolios now have a three-year track record. If you’d like to learn how you can put our flat-fee asset management to work at your firm, please Contact Us.
Adoption of flat fee asset management continues to grow as advisors seek ways to better serve their clients.
The flat-fee asset manager plans to roll the new models out early next year.
Scott MacKillop says unique approach to portfolio management makes it “fastest growing TAMP from scratch.”
First Ascent secures funding.
First Ascent takes home the Wealthmanagement.com Industry Award in the TAMP Category.
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
Former CFTC Chair, Leading Advisers, Research Analyst
Traditionally, RFPs are solicited from each individual plan provider, a process that can take months