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—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.
