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Articles tagged "First Ascent Asset Management"


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Scott MacKillop: We participate in these programs because they are not pay-to-play programs.

Scott MacKillop offers a view on industry awards contrary to Bob Veres, who took the Luminaries, Wealthies and others to task for editoral/sales conflicts

'We see them as merit based. If we win an award or receive recognition as a finalist, we feel that it means something.'

October 15, 2022 at 12:38 AM

Scott MacKillop: This flat-fee TAMP idea has legs after all.

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

Scott MacKillop: Anyone ever involved in fundraising for a new venture knows how time consuming and emotionally draining it is. Now that we are financially secure for the foreseeable we can focus on the positive aspects ... I have a smile on my face again and my creative juices are flowing.

Liberated (in part) by an Envestnet deal, Scott MacKillop isn't ho-humming a second-round infusion of $1.5 million

Asking first-round funding friends and family to extend support stressed out First Ascent's CEO but the fresh capital arrives as new sources of asset inflows kick in

December 10, 2018 at 11:25 PM

Paul Gamble is selling what academics do as he did at Financial Engines -- and that worked out.

After losing Lee Kranefuss and raising $10M, 55ip gets RIAs to buy Ph.D. smarts, though a critic calls it gussied-up market timing

Guided by an ex-Financial Engines ringer, Paul Gamble, the New York startup is now portfolio modeler for $100 million

April 19, 2018 at 10:38 PM

James Gorman is lowering wealth management fees and lowering boom on unhelpful fund firms.

In echo of DFA-RIA custody strife, Morgan Stanley nixes new Vanguard mutual fund account openings

As the idea of a fund shelf diminishes, the Malvern, Pa.-based firm's refusal to pay such fees earns cold shoulder from the top New York wirehouse

May 4, 2017 at 10:56 PM

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