FTJ FundChoice to be Renamed Orion Portfolio Solutions in September
July 11, 2019
In April, we shared the exciting news that FTJ FundChoice would be renamed Orion Portfolio Solutions in September of 2019. The move reflects an important next step on our journey to deepen our integration into the Orion brand family following the acquisition of our firm last year. Since that time, we’ve been active on many…
New MMS – Single Ticker Strategy Offering Now Available
June 25, 2019
We are excited to announce the addition of the Calamos Market Neutral Income (CMNIX) strategy to the ftj | FundChoice platform. CMNIX is part of the MMS – Single Ticker Strategies offering, and it is available in the Diversifier Mandate. About the Strategy The Calamos Market Neutral Income strategy was launched in September 1990 and is comprised…
FTJ FundChoice Now Offers the Full Suite of American Funds Model Portfolios
May 9, 2019
FundChoice, announced today that an additional seven American Funds® model portfolios are now available on the FTJ FundChoice open architecture Turnkey Asset Management Program (TAMP). With the addition of these seven models, advisors can now access the entire suite of American Funds’ models via FTJ FundChoice.
FTJ FundChoice Welcomes Russell Investments’ Five Flagship Core Model Strategies to its Suite of Strategic Model Portfolio Options
May 1, 2019
FTJ FundChoice, a leading open architecture Turnkey Asset Management Program (TAMP), announces the addition of Russell Investments’ five flagship, Core Model Strategies onto the FTJ FundChoice platform today.
CLS Investments Debuts Five New Tax-Managed Portfolio Strategies
April 25, 2019
CLS Investments has announced the launch of five new direct indexed, tax-managed strategies, available through the FTJ FundChoice platform. Each model uses a quantitative rules-based approach that aims to track market-cap weighted U.S. indices with the key benefit of tax-loss harvesting to off-set capital gains.
NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team
April 11, 2019
The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and investment flexibility.
New Survey Finds Majority of Advisors Unhappy with Their Firm’s Front and Back Office
March 12, 2019
HEBRON, Ky.–(BUSINESS WIRE)–A new survey of advisors finds that an overwhelming majority of them understand the importance of front and back office operations, yet few are happy with their current operations.
Ocean Park Asset Management Adds Diversified Municipal Bond Model to FTJ FundChoice TAMP Platform
March 8, 2019
Ocean Park Asset Management Adds Diversified Municipal Bond Model to FTJ FundChoice TAMP Platform
WealthManagement.com: You Don’t Need a Super Bowl Ad to Attract High-Net-Worth Clients
February 28, 2019
The opportunity to gain HNW clients has never been better. Dean Cook discusses how advisors of all sizes have the ability to compete for HNW clients.
TAMPs Competing In A Fragile Market Ask: Scale or Service, Product or Platform?
January 23, 2019
FTJ FundChoice CEO Dean Cook is energized after his $10 billion firm’s acquisition and union with technology giant Orion Advisor Services, creating an integrated package of portfolio strategies with the software that helps advisors deploy them.
FTJ FundChoice and CLS Investments Announce the Unification of TAMP Businesses
December 19, 2018
12/19/2018 Omaha, Neb., December 20, 2018 – FTJ FundChoice, an open architecture TAMP based in Cincinnati, together with CLS Investments, LLC (“CLS”), a third-party money manager and a leading manager of exchange-traded fund (“ETF”) portfolios, today announces plans to unify their TAMP businesses under the direction of FTJ FundChoice CEO, Dean Cook. The move, which…
FTJ FundChoice to Host Local Financial Advisor Education Events in 29 Cities
August 1, 2018
08/13/2018 HEBRON, Ky., August 14, 2018 (GLOBE NEWSWIRE) — Responding to continued growth within their advisor base, FTJ FundChoice today announced it will be hosting 29 regional financial advisor education and networking events, FTJ FundChoice Universities, throughout September and October 2018. As a small-scale local event, the FTJ FundChoice University is designed to help advisors…
InvestmentNews: Back Office Should Be Top of Mind for Growing Advisory Firms
July 26, 2018
Delivering a remarkable experience is advisers’ best way to differentiate themselves. Dean Cook discusses why the back office is so important to doing that, and practical ways advisors can improve their own client experience.
FTJ FundChoice Announces Retirement of Phil Markgraf, Chief Operating Officer; Greg Rawlins Appointed to Role
July 5, 2018
07/05/2018 HEBRON, Ky., July 05, 2018 – ftj | FundChoice today announced the retirement of Chief Operating Officer (COO) Phil Markgraf after 11 years with the company. Greg Rawlins, Director of Operations, will succeed Markgraf as COO of the company. Markgraf began his career with ftj | FundChoice in 2007 as the Vice President of Information Systems where…
What Toys “R” Us Can Teach Financial Advisors
July 2, 2018
Even venerable, well-known firms can enter a death spiral if they don’t change with the times.
FTJ FundChoice Integrates with Redtail Technology via AdvisoryWorld to Optimize Proposal Generation and Client On-Boarding
May 30, 2018
05/30/2018 HEBRON, Ky., May 30, 2018 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management firm with over $10B assets under administration, has announced an integration with Redtail Technology (Redtail), a provider of web-based Client Relationship Management (CRM) solutions for financial services firms. Utilizing AdvisoryWorld’s connectivity, FTJ FundChoice and Redtail shared advisor-clients can now…
Top-Rated ETF Strategies Featured in Morningstar Report
April 24, 2018
Morningstar’s “Q2 2017 ETF Managed Portfolio Landscape Report” was released, tracking five-year returns and selected risk statistics for 1,023 ETF strategies from 178 firms. Several ETF Strategists available through the ftj | FundChoice platform were highly ranked, including: Clark Capital CLS Investments Efficient Market Advisors Main Management View each of their top-rated ETF strategies.
NorthStar Financial Agrees to Acquire FTJ FundChoice
April 11, 2018
OMAHA, Neb.–(BUSINESS WIRE)–NorthStar Financial Services Group, LLC—the parent company of Orion Advisor Services, LLC, CLS Investments, LLC, and other leading financial services firms—announced today it has signed a definitive agreement to acquire FTJ FundChoice, LLC, a national turnkey asset management firm with approximately $10 billion in assets under administration. NorthStar, a portfolio company of TA…
FTJ FundChoice 2018 Advisor Summit Sells Out for Third Year in a Row with Over 300 Financial Advisor Attendees
March 7, 2018
HEBRON, Ky., March 07, 2018 (GLOBE NEWSWIRE) — Registered Investment Advisory firms from across the country, leading investment strategists, top advisor technology providers and members of the financial media, recently gathered at the FTJ FundChoice 2018 Advisor Summit for keynotes and sessions that sparked innovation and fostered deeper conversations on the booming independent financial advisory…
InvestmentNews Video Insights from the 2018 FTJ FundChoice Advisor Summit
February 16, 2018
Nearly 300 advisors came together in Orlando, Florida, January 30th – 31st, to collaborate and seek simplified solutions to their daily challenges at the 2018 Advisor Summit. InvestmentNews was on the floor, capturing what participating thought leaders had to say about the market, investment strategies, and evolving fintech. See the videos at the 2018 ftj | FundChoice…
InvestmentNews: Your Most Important Client Meeting Ever
January 22, 2018
As markets continue to rise, so does every investor’s vulnerability to a fall. Follow these four steps to help keep clients grounded.
FTJ FundChoice 2018 Advisor Summit Announces 2-Time Heisman Trophy Winner and Former Cincinnati Bengal Archie Griffin as Day 2 Featured Speaker
December 7, 2017
HEBRON, Ky., Dec. 07, 2017 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management firm with over $9B assets under administration, today announced that 2-time Heisman Trophy Winner, Archie Griffin, will be the Day 2 Featured Speaker at its upcoming 2018 Advisor Summit. The FTJ FundChoice 2018 Advisor Summit will take place on January…
New White Paper Details How FTJ FundChoice Created a New Financial Advisor Led Digital Advice Tool, Portfolio Target
November 16, 2017
HEBRON, Ky., Nov. 16, 2017 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management firm with over $9.1B assets under administration, today released a new white paper detailing the conceptualization and development process of their new advisor-led digital advice tool, Portfolio Target. “Portfolio Target: Built to Exceed Your Clients’ Digital Demands” gives advisors a…
Founders Financial Securities LLC Partners with FTJ FundChoice
November 3, 2017
HEBRON, Ky., Nov. 02, 2017 – Founders Financial Securities LLC, an independent broker dealer and registered investment adviser, announced today that it has partnered with FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $9 billion assets under administration (AUA). “It is our utmost priority to continue providing independent financial advisors with an…
FTJ FundChoice Hits $9 Billion in Assets Under Administration
October 26, 2017
Credits Growth to Rapid Adoption of its Proprietary Portfolio Construction Program, Market Movement Strategies HEBRON, Ky., Oct. 26, 2017 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management program (TAMP) headquartered in Hebron, KY, announced today that it has surpassed $9B in assets under administration (AUA). The nearly $2B increase in net new assets…
New SMA Strategist, Appleton Partners, Added to Separately Managed Account Program
August 31, 2017
We are pleased to announce the addition of Appleton Partners to the ftj | FundChoice Separately Managed Account (SMA) Program. Appleton Partners brings their municipal ladder strategy to the program, designed for a minimum account size of $250,000. Since 1986, Appleton Partners has stayed true to the belief in managing every relationship and each account…
FTJ FundChoice 2018 Advisor Summit Opens Registration, Announces TD Ameritrade as Elite Sponsor
August 30, 2017
HEBRON, Ky., Aug. 30, 2017 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management firm with over $8.4B assets under administration, today opened registration to the public for their Advisor Summit. The FTJ FundChoice 2018 Advisor Summit will take place on January 30-31, 2018, at Rosen Plaza Hotel in Orlando, FL. Aimed at providing advisors…
InvestmentNews: What ‘Moneyball’ Can Teach Advisers About Better Portfolio Construction
July 11, 2017
“We’ve got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that’s our life blood.” — Billy Bean, subject of “Moneyball: The Art of Winning an Unfair Game” This quote provides an invaluable lesson to financial advisers as we seek…
WealthManagement: How to Use Robo Technology Without Diminishing Your Own Value
July 10, 2017
The rise of financial robo technology sounds like a bad sci-fi movie, doesn’t it? Yet, robo advisor platforms are quickly becoming one of the most practical, and realistic ways to connect with modern investors – warranting serious consideration from any advisor who aspires to remain relevant in a competitive industry. Used correctly, automated investment advice…
Russell Investments Now Available at FTJ FundChoice
July 10, 2017
Russell Investments is now available as a strategist on the ftj | FundChoice platform. Russell Investments is a global asset manager, and one of only a few that offers actively managed multi-asset portfolios and services, which include advice, investments, and implementation. Russell Investments uses their core capabilities that extend across capital market insights, manager research, asset allocation,…