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4 posts in July 2019

Grow Your Firm — and Your Client Relationships — with the Right TAMP

July 31, 2019

While Turnkey Asset Management Platforms, or TAMPs, have been around since the 1980s, their recent surge in popularity — from serving 800 financial advisors in 1995 to serving 180,000 in 20191 — has captured the attention of the financial world. As the industry trends toward advice-led financial planning and away from transactional portfolio management, more…

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When the Going Gets Tough in Fixed Income, Turn to Active

July 15, 2019

By Gary Manguso At this point, you’re hearing concerns about the current economic expansion being late stage or long in the tooth from financial analysts and clients alike as the global economic expansion passed the decade milestone. Paradigm shifts in the global economy have institutions like the World Bank suggesting global economic growth will grind…

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How Orion’s Acquisition of Advizr, Inc. Will Transform the Client Experience

July 11, 2019

On July 11, our sister company Orion Advisor Services acquired Advizr, Inc., a financial planning and client experience technology platform known for its sleek interface and intuitive user experience. What does that mean for ftj | FundChoice? Our mission has always been to help advisors simplify the way they run their businesses so they can…

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Spark Your Firm’s Growth with the Freedom to Focus on Client Relationships

July 3, 2019

Independence Day is a holiday marked by bright lights, brilliant colors, and booming sounds — larger than life displays that celebrate the way earning our freedom gave us the ability to evolve, mature, and grow. As an advisor, your ability to grow depends on your client relationships. And the strength of those relationships goes far…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

Learn More & Register