First Ascent Position Paper Explores Robo Advice Regulatory Issues
14 déc. 2016 10h18 HE
|
First Ascent Asset Management
DENVER, Dec. 14, 2016 (GLOBE NEWSWIRE) -- Can a Robot Be a Fiduciary? That’s the core question in a new position paper released today by First Ascent Asset Management. Written by First Ascent...
First Ascent’s Householding Policy Makes Flat-Fee Asset Management A Reality
02 nov. 2016 10h23 HE
|
First Ascent Asset Management
DENVER, Nov. 02, 2016 (GLOBE NEWSWIRE) -- First Ascent Asset Management, a portfolio strategist serving financial advisors, announced a householding policy that offers flat-fee pricing to clients...