The CARES Act, signed into law on March 27, 2020 brings significant change to retirement plan rules. See how your clients may be impacted in 2020 and beyond.
Orion Portfolio Solutions is thrilled to announce the availability of State Street Global Advisors’ Strategic Asset Allocation and Tax-Sensitive Strategic Asset Allocation ETF Model Portfolios.
Orion Portfolio Solutions is excited to announce that Morningstar Investment Management is now available on our SMA platform, offering its Hare Portfolio.
Orion Portfolio Solutions is pleased to announce the addition of several new SMA asset class replication strategies to its platform, effective April 6, 2020.
Effective Friday, February 7th, wealth management services provider Loring Ward has adopted a new brand identity - Buckingham Strategic Partners.
The invitation-only program, which delivers enhanced support and more personalized services, will help advisors overcome challenges commonly experienced during periods of high growth to better capitalize on current and future opportunities.
On Friday, December 20th, the SECURE Act was signed into law, bringing with it multiple changes to the retirement landscape. See how your retirement business may be impacted.
Effective September 30, 2019, FTJ FundChoice will be rebranded as Orion Portoflio Solutions. Read to view a statement message that will be provided to investors, along with a templated rebrand communication that can be used at your discretion.
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, 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 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.
The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and investment flexibility.
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 (a full analysis can be downloaded here)
The Ocean Park Diversified Municipal Bond Model is now available on FTJ FundChoice's open architecture platform.
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.
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.
Learn more about how TAMP business unification will enable each organization to provide deeper and more meaningful advisor services and investment solutions.
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.
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.
COO, Phil Markgraf retires after an impactful career of leadership and innovation at FTJ FundChoice.
FTJ FundChoice announces a new integration with Redtail Technology to provide seamless connectivity between the proposal system and Redtail CRM.
Morningstar has released the Q4 2017 ETF Managed Landscape Report. See which ones are available through the FTJ FundChoice platform.
NorthStar Financial Services Group, LLC announced today it has signed a definitive agreement to acquire FTJ FundChoice, LLC.
Learn more about the 2018 Advisor Summit - a two day education and networking event that hosted 350 financial advisors and thought leaders in Orlando, Florida.
InvestmentNews was on the floor at the 2018 ftj | FundChoice Advisor Summit, capturing video insights from thought leaders. See what they had to say about the market, investment strategies, and evolving fintech.
As markets continue to rise, so does every investor's vulnerability to a fall. Follow these four steps to help keep clients grounded.
See featured speakers and sponsors planned for the 2018 Advisor Summit in Orlando, Florida, January 30 - 31.
Four Toews fixed income ETF models have been made available through the FTJ FundChoice platform.
See 5 reasons why every advisor should consider add robo technology to their investment strategy in 2018.
Several ETF Strategists, available through the FTJ FundChoice platform, received top ratings from Morningstar’s “Q2 2017 ETF Managed Portfolio Landscape Report."
"Portfolio Target: Built to Exceed Your Clients' Digital Demands" gives advisors a look under the hood of the new advisor-led digital advice tool.
Learn how Founders Financial Securities LLC is partnering to access a suite of third-party strategists, service and training solutions, and advisor technology through a private-labelled enterprise solution.
See the lineup of speakers and sessions for the 2018 Advisor Summit in Orlando, Florida - January 30 - 31.
An increase of nearly $2B in net new assets over the past 8 months, and strong adoption of Market Movement Strategies, has helped FTJ FundChoice surpass $9B in assets under administration.
Appleton Partners becomes the newest available SMA strategist, giving advisors access to their municipal ladders strategy - designed for high-net-worth clients.
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.
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.
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.
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.
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.
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.
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.