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People Moves Related to "The SEC democratizes crowdfunding but RIAs need to guard against clients getting seated at an expanded kids' table"


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November 18, 2022 at 2:56 AM

After a 2018 cash scare, Scott MacKillop got a $1.5 million lifeline and -- boom -- RIAs rewarded his flat-fee TAMP with 1,000% AUM growth in 35 months

First Ascent now has $1.1 billion in RIA AUM and reached a sweet milestone -- its founder has a take-home salary and apparent sustainability.

June 14, 2021 at 8:41 PM

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