October 2016 - First Ascent Asset Management

Monthly Archives: October 2016

October 6, 2016 | Financial Advisor IQ

Highlighting the importance of education in the Advisor-Investor relationship.

October 3, 2016 | WealthManagement.com

First Ascent is appealing to advisors looking to compete with algorithmic upstarts.

GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP

First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
First Ascent Ranked as the #1 TAMP for the Fourth Year in a Row

In a land of giants, advisors give fast-growing First Ascent the top spot—again!