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.
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.
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.
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.
Advisors aren't starving for choices among robos and digital tools, but the rollout frenzy continues.
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.