People Moves Related to "Vestmark strikes 'standalone-RIA' black gold as (TAMP) AUM leaps past $50-billion -- a five-fold increase -- after critical upgrade triggers T. Rowe Price, BlackRock, Capital Group, and VanEck referral gusher"
Headline
Publish date
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
Jun 14, 2021First Ascent now has $1.1 billion in RIA AUM and reached a sweet milestone -- its founder has a take-home salary and apparent sustainability.