March 23, 2023 | Press Release
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
Industry Press
News Articles in Category: Industry Press
Should You Outsource Your Investment Management
April 2, 2022 |
By asking yourself three questions, you can quickly determine if you are a good candidate for outsourcing.
First Ascent Ranked #1 TAMP and Passes the $1 Billion Mark
March 31, 2021 |
First Ascent ranked #1 for the second year in a row.
January 29, 2021 | Wealthmanagement.com
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
PODCAST: What to Watch Out for When Outsourcing Investment Management
May 30, 2019 | Advisor Perspectives
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher
PODCAST: Revolutionizing Asset Management
January 18, 2019 | Top Advisor Marketing
Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Asce
First Ascent Asset Management Expands Distribution, Now Available at Envestnet
December 10, 2018 | Press Release
Adoption of flat fee asset management continues to grow as advisors seek ways to better serve their clients.
First Ascent Prepares New Factor ETF Models
December 10, 2018 | Citywire
The flat-fee asset manager plans to roll the new models out early next year.
First Ascent Nears $300M Goal; Gets $1.5M in New Funding
November 20, 2018 | ThinkAdvisor
Scott MacKillop says unique approach to portfolio management makes it “fastest growing TAMP from scratch.”
First Ascent Awarded Best TAMP 2018
September 13, 2018 | wealthmanagement.com
First Ascent takes home the Wealthmanagement.com Industry Award in the TAMP Category.
September 6, 2018 | Sara Grillo Podcast
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 wor
Institute for the Fiduciary Standard Announces New Appointments
June 26, 2018 |
Former CFTC Chair, Leading Advisers, Research Analyst
A ‘Disruptive’ Idea for the 401k RFP Process
June 21, 2018 | 401K Specialist
Traditionally, RFPs are solicited from each individual plan provider, a process that can take months
June 20, 2018 | Press Release
Proprietary tech platform empowers plans to engage in a competitive bidding process for the first time, offering them significant savings and other fiduciary benefits.
Is It Time to Outsource Your Firm’s Investment Management Tasks?
April 6, 2018 | Financial Advisor IQ
In the landscape of investment advising, First Ascent Asset Management says the time for advisors to consider outsourcing some of their services is now.