New York Times Bestselling Author and Successful Entrepreneur Josh Linkner to Give Keynote on Innovation.
As in baseball, accurately evaluating investment strategies - or the players - is an adviser's life blood. Take a page from Moneyball to identify the true determinants of portfolio performance for better portfolio construction.
Learn how to use robo technology to strengthen your value to the client with 5 simple considerations.
Russell Investments is now available as a Strategic mandate strategist, providing five tax-managed model portfolios for advisor use.
Portfolio Target, the new client-facing digital advice solution helps advisors connect to investors in search of next-generation investing solutions and compete with direct-to-consumer robos.
We are pleased to announce the addition of American Funds as a strategist on the ftj | FundChoice platform, featuring six new model portfolios.
Several ETF Strategists, available through our investment platform, received top ratings from Morningstar’s “Q4 2016 ETF Managed Portfolio Landscape Report”.
The new Separately Managed Account (SMA) program delivers highly-customizable, tax efficient investment solutions for high net worth individuals - with a $1 million investment minimum.
Since our annual filing in March 2016, a new Strategist, revenue sharing agreement, and Separately Managed Account Program have been added to our Agreements & Disclosures.
Connecting financial advisors and their high net worth clients directly to top-tier strategists, the SMA Program helps deliver a more manageable, tailored investment experience.
Successfully navigate this tax season with security tips and best practices to prevent identity theft and fraud.
What severs ties is poor communication around the impacts of cyclical market gyrations on the portfolio
Turn-Key Asset Management Program Advances Vision to Empower Financial Advisors to Build their Businesses and Better Serve their Clients
Morningstar recently released the "Q2 2016 ETF Managed Portfolio Landscape Report" which tracked five-year returns and selected risk statistics for 787 ETF strategies from 151 firms.
The 2016 FTJ FundChoice Advisor Summit hosted InvestmentNews, a leading digital newspaper that provides financial advisors the latest industry and market updates.
Summit Sponsors Elevated This Year's Event With Impactful Sessions and Keynote Speakers Steven Eisman, Greg Valliere, and Skip Schweiss Captivated the Audience With Dynamic and Interactive Speeches
FTJ FundChoice announced today that it invests over $6 billion on behalf of its financial advisor clients. FTJ FundChoice, a national turnkey asset management program (TAMP) headquartered in Cincinnati, OH, credits its record annual growth and this recent milestone to the success of its proprietary portfolio construction program, Market Movement Strategies (MMS).
The Chief Global Strategist at Horizon Investments Will Break Down How Policy and Politics Impact the Financial Markets for Financial Advisor Attendees.
We are pleased to announce the addition of the PIMCO Income Fund portfolio to the MMS-Single Product Strategies offering.
Morningstar recently released the Q4 2015 ETF Managed Portfolio Landscape Report which tracked five-year returns and selected risk statistics for 755 ETF Strategies from 154 firms.
Effective April 1, 2016 we will no longer provide printed applications in marketing kits. Please utilize the New Account Wizard to open accounts electronically, or print applications from the Forms Library of the Advisor Portal.
The subject of Michael Lewis' The Big Short will take financial advisor attendees behind the scenes of the 2008 crisis and break down today's financial issues.
New accounts can now be opened online in the Advisor Portal via the New Account Wizard. This interactive tool simplifies the process of completing all necessary forms to open an account at FTJ FundChoice.
We are excited to announce the addition of a number of portfolios to the FTJ FundChoice platform, including: AAMA High Dividend Growth ETF, Meeder 3-Mandate Conservative, Meeder 3-Mandate Growth, Vanguard Wellesley Income and Wilshire Credit Alternatives.
Our custodian, TD Ameritrade, has notified us of the following cycles for 1099 corrections and dividend reclassifications:
Whether you’re seeking a new platform or just looking to diversify your clients’ assets, here are several aspects to consider when reviewing a TAMP.
As the first major TAMP to offer financial advisors access to Alternative, Single Ticker '40 Act Mutual Funds, FTJ FundChoice now provides access to 21 alternative investment funds from 16 industry leading institutional investment firms.
Join us on September 20th and 21st at the Hyatt Regency Cincinnati for the 2016 ftj FundChoice Advisor Summit.
Effective December 31, 2015 the Meeder Strategic Growth Fund (FLFGX) will become the Meeder Global Opportunities Fund. Effective January 1, 2016, the Meeder Utilities and Infrastructure Fund (FLRUX) will become the Miller/Howard Infrastructure Fund Retail Class.
We want to make you aware of several approaching year-end activities with potential tax implications for 2015, and the dates by which action must be taken in order for our custodian, TD Ameritrade Institutional, to meet the December 31st deadline.
As of 12/1/2015, all new accounts (corporate retirement plan accounts excluded) are being charged a tiered schedule, based on the aggregate amount of assets in the household. To view the tiered schedule, please login to our portal to obtain the Program Description under Marketing Material - Fee Information.
Success continues for FTJ FundChoice as the Firm today announced that it now invests over $5 billion on behalf of its financial advisor clients. FTJ FundChoice, a national turnkey asset management program (TAMP) headquartered in Cincinnati, OH, credits its record growth to an enhanced customer service model, the launch of its investment management and reporting technology platform Market Movement Strategies, and the success of its Three Mandate Investment Process.
We are excited to announce that effective October 27th we will be offering three new strategist portfolios: Toews Defensive Alpha Equity, Toews Defensive Alpha Balanced, and Meeder 3-Mandate Balanced.
Effective December 31, 2015, Frontier Asset Management will no longer be a strategist on the FTJ FundChoice platform. Unfortunately, they have decided to pursue other strategic aspects of their business.
We are excited to announce the availability of the CLS Core+ 45 - ETF model portfolio and the AQR Long-Short Equity Fund.
We are excited to announce the availability of the Vanguard CRSP 20% Equity/80% Fixed Income Mutual Fund and ETF model portfolios.
As of September 9, 2015 Toews Corporation and Ladenburg Thalmann Asset Management have undergone the below model name changes
Morningstar recently released the "Q2 2015 ETF Managed Portfolio Landscape Report" which tracked five-year returns and selected risk statistics for 770 ETF Strategies from 153 firms.
There's no question robo-advisers are trending. The big guns are in, and a new entrant seems to launch monthly. The question for advisers to ask is, what does the future hold for robos? Having worked for 20 years in the TAMP industry, I see similarities between our experience with turnkey asset management platforms and the current robo evolution.
Build your own investment proposals while alleviating client emotional responses to adverse market conditions.
We are excited to introduce the availability of our newest strategists, Vanguard and Loring Ward.
Advisors aren't starving for choices among robos and digital tools, but the rollout frenzy continues.
We are excited to announce the availability of our newest strategist, 361 Capital effective May 18th.
Since 1988, Ocean Park Asset Management has been helping conservative investors preserve and grow their wealth.
Rocaton will work with FTJFC across its investment platform, with an emphasis on tactical asset allocation and diversifying strategies, including liquid alternatives. In the coming months, additional strategies will be available on the FTJFC platform as advisors look to further diversify client portfolios and embrace less traditional strategies. Additionally, Rocaton’s research and risk management capabilities will further enhance the platform’s asset allocation process by supplementing FTJFC’s asset allocation due diligence across its offerings.
Effective Monday, February 1, 2016 we will no longer accept old account applications. Any old applications received after this date will be rejected back to the advisor.