News


FTJ FundChoice Reaches $6 Billion in Assets Under Administration, Achieves Record AUA Growth of 24% Over 1 Year Period

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).

Upcoming Changes to Client Kits

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.

New Account Wizard

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.

FTJ FundChoice Launches Single Ticker Strategies

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.

Meeder Investment Fund Name Change

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.

Year-End RMD Deadlines

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.

December 2015: Pricing Changes and Application Updates

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.

FTJ FundChoice Surpasses $5 Billion in Assets Under Administration, Achieves Record AUA Growth of 81.9% Over 3 Year Period

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.

Predicting How Robo-Advisers Will Evolve Based on the History of TAMPs

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.

Rocaton Investment Advisors Enhances FTJ FundChoice's Due Diligence

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.

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