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Staff
Lessons
Forum Articles
- 10 Ways to Write Better Articles
- 4 Innovative Pricing Structures for Wealth Management Service
- 4 Reasons Your Video Marketing is Failing
- A Simple Recipe for Minimizing 401k Lawsuits
- AI vs. Mr. Market—Who Wins?
- Are Risk Tolerance Questionnaires a Silly Waste of Time?
- Asset Management Is Not a Commodity
- Avoiding the Next Train Wreck
- Book Smart
- Building Your Piece of the Future
- Can a Robot Be a Fiduciary?
- Can robo advisors truly be 401(k) fiduciaries?
- Chip & Skip’s Excellent Adventure Marches on in Jackson Hole
- Chip and Skip’s Excellent Adventure: Alaska’s Crow Pass
- Courtesy as a Competitive Advantage
- Creating the Right Client Profile
- Do Clients Really Want Personalized Portfolios?
- Does Your Fee Schedule Need an Overhaul?
- Dumb and Getting Dumber
- Educating Clients: How Advisors Can Go From Good to Outstanding
- Fee Schedule
- Fees and Expenses—They Really Do Matter
- Fiduciary Double Standard Gives Robos a Free Ride
- Five Ideas to Emphasize Your Humanness
- Four Reasons Fees Are Dropping Like a Rock—and What It Means for You
- Getting the Vitals
- Getting There
- Helping Clients Understand Inflation
- Hey Fiduciaries! Don’t Forget Who You Are
- How to Avoid Making the Portfolio Assumptions that Harm Clients
- How to Start Every Portfolio With a Performance Advantage
- How We Got Started
- Ignore the Empire Builders; Do Right by Your Clients
- Ignore the Gurus
- Ignore the Gurus and Educate Your Clients
- Ignore the Gurus, Part II
- Investor Education Program
- Is it Time to Review Your Fee Schedule?
- Is News of the 60/40 Portfolio’s Death Greatly Exaggerated?
- Let’s Bury the Term TAMP
- Let’s Just Start Over
- Maintaining the Magic
- Market Timing Is the Enemy of Investment Success
- Market Timing: The Sweet Dream That Never Comes True
- MPT-A Tool, Not An Answer
- Obvious, Boring and Effective
- One Standard, Period
- Op Ed: The SEC Needs to Keep a Decades-Old Promise to the Investing Public
- Opinion: “Fiduciary”—An Attitude, Not a Law
- Question Everything
- Reasonable Expectations
- Rethinking Portfolio Management
- Rethinking Small Caps
- Revisiting the Debate Over the DFA Research
- RIAs should ask not for whom the DOL-rule sharks swarm … they swarm for you, too
- Robos: Just Another Branch On The TAMP Family Tree
- Selecting a TAMP Is a Fiduciary Decision
- Should you Outsource Your Investment Management?
- Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 1
- Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 2
- Startup Turns Portfolio Pricing on Its Head
- Surviving the First Years of Growth
- TAMP Users: Watch Out for This Fiduciary Land Mine
- The AUM Fee Schedule: Face-To-Face With A Dinosaur
- The Benefits of Elegantly Simple Portfolio Construction
- The Corona Virus Broke the Weighing Machine
- The Curious Case of the SEC’s Best Interest Standard
- The Dangers of SEC-DOL Harmonization
- The Disconnect Between Who You Are and What You Do — Getting the Message Right
- The First Ascent Difference
- The First Ascent Team
- The Industrialization of Asset Management
- The Ins And Outs Of Outsourcing Your Investment Management
- The Neutrino Factor
- The Portfolio Management Assumptions that Harm Clients
- The Science Behind Building an Enduring Practice
- The Ticking TAMP Timebomb
- The time is now for the investment industry to shed its shameless culture or pay a steep price
- The Value of Values
- Three simple but fatal defects in Andy Rachleff’s theory of robo-advisors’ ineluctable destiny of domination
- Tuning Up Implementation of Modern Portfolio Theory
- Two Lessons from a Jar of Jellybeans
- Understanding and Communicating an Advisor’s Value
- Understanding Direct Indexing
- Value, Growth and the Limits of Our Investment Knowledge Taming the Uncertainty Monster
- Want to Invest Like the Big Boys? No, You Don’t.
- Want to Succeed? Just Chill
- We Are Looking at Portfolio Management Too Narrowly
- What Fantasy Football Can Teach Us About Investing
- What Fiduciaries Should Expect from Regulation Best Interest
- What Not to Do When Clients Freak Out
- What Retirement Planning is Really About
- What to Say When Clients Want to Dump Their International Stock
- What You See is Not What You Get
- What, Me Worry?
- What’s Your Why?
- Whatever Way The Wind Blows
- When the Bear Comes a Callin’
- When You Buy Cryptocurrency, You Own Nothing
- Why the Race to Zero Doesn’t Exist
- Work With Your Clients, Not Your Portfolios
- You Can Act Like a Fiduciary Regardless of What the Law Says
News
- “Ex-Frontier Boss Launches New Shop with Unique Fee Approach”
- A ‘Disruptive’ Idea for the 401k RFP Process
- Advisors Are Facing A Perfect Storm
- Can New Business Models Improve Trust?
- Denver Asset Manager Promotes Flat-Fee Money Management
- Digital advice is lowering costs for clients. Why not for advisers too?
- Discount pricing could lure more RIAs to outsource asset management
- Educated Investors Make Better, Happier Clients
- Fintech Firm BidMoni Launches FiduciaryShield, a Retirement Plan Platform That Assists Plan Sponsors to Meet their Fiduciary Duties and Reduce Plan Costs
- First Ascent Asset Management Expands Distribution, Now Available at Envestnet
- First Ascent Asset Management Named Finalist for WealthManagement.com Industry Awards
- First Ascent Asset Management Raises $1.5 Million In Series B Funding
- First Ascent Awarded Best TAMP 2018
- First Ascent Catches Industry by Surprise with a Client-Friendly Fee Schedule
- First Ascent Drops Fees to $500 on All Accounts
- First Ascent Finds Success in Move to Flat Fees
- First Ascent Is Betting Big on $500 Flat-Fee Portfolios
- First Ascent Launches First Flat-Fee, Multi-Factor, Open Architecture Portfolios
- First Ascent Launches New Outsourced Investment Solutions with Unique Industry-First Fee Schedule
- First Ascent Nears $300M Goal; Gets $1.5M in New Funding
- First Ascent Position Paper Explores Robo Advice Regulatory Issues
- First Ascent Prepares New Factor ETF Models
- First Ascent Ranked #1 TAMP and Passes the $1 Billion Mark
- First Ascent Ranked as the #1 TAMP for the Fourth Year in a Row
- First Ascent Rolls Out Asset Management Industry’s First Flat-Fee Pricing for Financial Advisors
- First Ascent Selects Anvil to Automate Account Opening
- First Ascent Up for Two Industry Awards
- First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
- First Ascent’s Householding Policy Makes Flat-Fee Asset Management A Reality
- Flat Fee Outsourcing
- Flat-Fee TAMP Makes a Splash
- GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP
- Global Explorer Portfolios Achieve Three Year Track Record
- Go ahead and grill your financial adviser: Questions to ask
- If You Can Commoditize Asset Management, Will Advisors Be Next?
- Industry Veterans Rethink Outsourced Investment Solutions for Advisors
- Institute for the Fiduciary Standard Announces New Appointments
- Is It Time to Outsource Your Firm’s Investment Management Tasks?
- Is Outsourcing for Me?
- Is Regulation Driving Innovation in 401(k) Fee Models?
- Low-Fee Focus Spurs 401k Business Model Innovation
- Mt. Shasta Adventure
- New Firm Caps Account Fees at $1,500
- Newly Formed Firm Fires Broadside At Managed Account Fees
- Podcast: How a startup investment firm is blowing up the AUM pricing model
- PODCAST: Disrupting the TAMP marketplace with a flat-fee offering
- PODCAST: Is 1% Dead and Gone?
- PODCAST: Revolutionizing Asset Management
- PODCAST: What to Watch Out for When Outsourcing Investment Management
- Portfolio Strategist Introduces Flat Fee for All Accounts
- Scott MacKillop applies shock-and-awe pricing to SMA market to good effect after merely lower fees left RIAs flat
- Scott MacKillop Battles the Robots
- Scott MacKillop Wins Investments & Wealth Institute Governance Insight Award
- SEC Issues Guidance for Robo-Advisors, Investors
- Should You Outsource Your Investment Management
- Should You Outsource Your Investment Management?
- Startup Turns Portfolio Pricing on Its Head
- The Dangers of Standing Still
- The One-Flat-Fee-Fits-All ETF Strategist
- The Value of Values
- To Create Better Business Ideas, You Need to Clear Your Mind of Clutter. Here’s How to Do It
- We Are Here To Help
- We’re Trying to Change a Little Corner of the World!
- When Fintech Meets Old-School Investing
Events
- Disrupt Advice
- Envestnet Advisor Summit
- First Rate Conference
- Garrett Planning Network Retreat
- Garrett Planning Network Retreat
- IDFA National Conference
- Master Class – Factor Investing 101
- SSG Annual Conference
- SSG Annual Conference 2018
- TD Ameritrade Annual Conference
- UC Berkeley Course: Applied Behavioral Economics for Financial Advisors
- Webinar: Working with First Ascent
- XY Planning Network 2018
- XYPN 23