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Category: Industry

12 posts categorized as "Industry"

Building Your Best Back Office: Infographic

June 19, 2019

How satisfied are you with your back office operations? If you’re like many advisors we surveyed in conjunction with wealthmanagement.com, the answer is “Not very.” Why? And more importantly, what are you doing about it? Back office operations are too critical to a firm’s success to be running at an unsatisfactory level. Check out our…

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NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

April 11, 2019

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and…

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2018 Advisor Events – Where to Find FTJ FundChoice

March 12, 2018

Financial advisors face a unique challenge – the need to stay on top of a real-time market changes, shifting customer preferences, and rapidly evolving technology standards. Industry events present an excellent opportunity to maintain relevance in our fast-paced business through peer networking and thought-leader insights. You’ll find FTJ FundChoice at these 2018 Advisor Events: Sponsored…

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How Outsourcing is Changing Advisor Value for the Better

February 20, 2018

Advisor success is beginning to look very different. This is a natural change driven by the emergence of more sophisticated technologies, increasing fee consciousness, and changing investor wants. All that really means is that advisors must look for new differentiators. In 2018, advisor value no longer pivots on investment management, but rather, the ability to…

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A Tipping Point for the Fee-Based Movement – The American Funds Transition

June 2, 2017

The fee vs. commission debate has been exhaustive. We’ve seen countless articles, debates, and surveys featured in our email newsletters. But is there any clarity on where the industry is actually going? We looked toward the recent transition of one of our industry’s largest commission-based players, American Funds, to shed light on the overall fee-based…

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Year End Liquid Alternatives

January 11, 2017

The last year has been surprising in many ways for investors and advisors, alike. In what will be remembered for a wild ride in equities, and maybe (finally) the end to the 30-year bull market for core bonds, one thing was easily predictable – the financial press reaction to liquid alternatives’ (Diversifiers) performance for the…

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The Indexing Revolution

January 4, 2017

Investors of all types are voting with their money and dumping active managers of all kinds in favor of indexing at a rate not seen before. Whether it is 401k plans using life-style portfolios or major pension plans deciding to fire their long used managers and consultants, the trend is real and growing. Significant secular…

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The Cover Jinx

June 7, 2016

From a market perspective February seems like a long time ago. Headlines were all about recession and market corrections. The global stock indices began the year with the worst January on record, and the first half of February brought no relief. With this as a backdrop, Barron’s cover featured AQR Investments, “AQR’s academic research has…

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Everyone Deserves a Second Chance

April 7, 2016

The first quarter of 2016 provides advisors with a significant opportunity to ready their process for the oncoming DOL standard. With equities having their poorest yearly start in history, then bouncing back with a vengeance, bonds defying most predictions and Gold being the leading asset (+14%) class for returns, the cyclical nature of the markets…

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And The Winner Is…

January 11, 2016

With last night’s Golden Globes and tonight’s NCAA College Football Championship, the awards season is officially underway. Although we are unsure of when Morningstar and Lipper will announce their fund family of the year, we will go out on a limb and call it now. For our money, and thankfully more and more of our…

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How are the Tactical Firms Handling the Volatility?

November 23, 2015

Most tactical firms will tell you that volatility brings opportunity. Whether they believe markets to be under or overvalued, their more active periods are linked to more active Market Movement. We thought that it would be a good time to look at some of the industry’s more popular tactical firms and see how the last…

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Once in a Generation Talent

May 25, 2015

Last night the greatest rock band in the world began their final tour in San Diego’s Petco Park. Mick and the boys kicked the night off with Jumpin’ Jack Flash and finished with a house busting encore of I Can’t Get No Satisfaction. In between those classics those of us lucky enough to be there…

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