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.
An offering for the real issues facing advisors.
First Ascent Asset Management will manage any of your client portfolios, with a broad suite of services, for a flat $500. Will others follow?
A startup TAMP is breaking new ground as a flat-fee (and very low cost) asset manager.