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The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.
The hybrid offering combines a digital approach with human assistance when needed and leverages tech and expertise from the firm's 2018 RobustWealth acquisition.
There’s a shortage of designees with the venerable CISSP certification, but there are others to consider when hiring (or outsourcing) a cybersecurity expert to help protect your firm.
