Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it work for them without becoming … Read More
Former CFTC Chair, Leading Advisers, Research Analyst
Traditionally, RFPs are solicited from each individual plan provider, a process that can take months
Proprietary tech platform empowers plans to engage in a competitive bidding process for the first time, offering them significant savings and other fiduciary benefits.
Annual awards program recognizes outstanding organizations that support financial advisor success.
In the landscape of investment advising, First Ascent Asset Management says the time for advisors to consider outsourcing some of their services is now.
CEO Scott MacKillop tells ThinkAdvisor how he took a page from robos to try and beat them at their own game.
A successful entrepreneur explains how he clears his mind 14,000 feet above sea level.
Firms are now testing alternative models in the real world.
First Ascent Asset Management is a newcomer in the ETF strategist space.
If you’re thinking about outsourcing, read this first.
An Interview with Scott MacKillop
First Ascent’s CEO Scott MacKillop admits flat fee pricing may not be for everyone.
First Ascent is using a flat, capped fee to fulfill a founder’s vision
Put this in your pocket: the best interest of the client is not just lip service; it’s a way of life.