Relentless isn’t just a theme for us, it’s a mindset we see every day in the advisors we serve.
It’s also the lens through which our CEO, Natalie Wolfsen, is thinking about this moment for advisors — one defined by rapid change, from AI innovation and industry consolidation to rising client expectations, as shared with ThinkAdvisor.
As Natalie puts it: “Their success is our north star, and Ascent is designed to celebrate that mindset and fuel it with bold ideas, practical tools, and a community that empowers advisors to push further, faster.”
It’s a perspective built for advisors focused on continuous improvement, deeper personalization, and leading through change.
Read the full piece here.
