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.
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.
Recent enhancements to Work Request tools within the Advisor Portal helps advisors streamline inquiry resolution, increase workflow transparency, and simplify account management.
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
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.