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
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).
Attend this webcast to learn more about:
•The fiduciary duties related to distributions and rollovers
•The alternative of using distribution education
•The Best Interest Contract Exemption (BICE): What it requires