PODCAST: Disrupting the TAMP marketplace with a flat-fee offering
March 21, 2017 | XY Planning Network Podcast
An Interview with Scott MacKillop
News
Monthly Archives: March 2017
First Ascent Finds Success in Move to Flat Fees
March 20, 2017 | ThinkAdvisor
First Ascent’s CEO Scott MacKillop admits flat fee pricing may not be for everyone.
March 15, 2017 | RIA-Biz
First Ascent is using a flat, capped fee to fulfill a founder's vision
Advisors Are Facing A Perfect Storm
March 9, 2017 | Seeking Alpha
Put this in your pocket: the best interest of the client is not just lip service; it's a way of life.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
March 2, 2017 | ThinkAdvisor
An offering for the real issues facing advisors.