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.
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.
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