Can New Business Models Improve Trust?
October 9, 2017 | CFA Institute
Firms are now testing alternative models in the real world.
Can New Business Models Improve Trust?
October 9, 2017 | CFA Institute
Firms are now testing alternative models in the real world.
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