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.
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
