2018 FTJ FundChoice Advisor Summit

Investing while managing risk in today's market

February 08, 2018 | Runtime: 1:54

Rocky market conditions require careful portfolio management. Ken Sleeper of Ocean Park Asset Management offers some ideas on how to manage risk.

How has fintech evolved since the financial crisis?

February 08, 2018 | Runtime: 3:03

It has been 10 years since the financial crisis; how has this impacted technology and how advisers use it? Michael Wilson of AdvisoryWorld offers his perspective.

What's top of mind for clients in different regions nationally?

February 08, 2018 | Runtime: 3:05

Investors are facing a myriad of issues. But are these issues different in different areas of the country? We chatted with a group of wholesalers from FTJ FundChoice to see what's happening in their neck of the woods.

FTJ FundChoice's Manguso: Preparing clients for any market scenario

February 07, 2018 | Runtime: 2:59

If the past week has proven anything, it is that markets fluctuate and clients need guidance. FTJ FundChoice's Gary Manguso offers some ideas and perspective on how to keep your clients on the right track in any market cycle.

FTJ FundChoice's Cook: Advice for advisers on how to succeed in today's market

February 07, 2018 | Runtime: 1:08

As markets continue to fluctuate, what can advisers do to keep pace? Dean Cook of FTJ FundChoice discusses industry trends and how his firm is arming advisers for greater success.

How to take a more rules-based approach

February 07, 2018 | Runtime: 1:52

Clients are looking for ways to limit downside risk while generating returns. Terri Spath of Ocean Park Asset Management offers some ideas.

Why tactical now?

February 07, 2018 | Runtime: 2:19

Is it time for your clients to add a tactical allocation to their portfolio? Bob Meeder and Dan O'Toole of Meeder Investment Management offer their perspectives.

How to lead clients in bullish markets

February 07, 2018 | Runtime: 2:06

When markets are surging, advisers need to know how to communicate with clients and keep them focused. Peter Murphy of Founders Financial offers his perspective.

Debunking the Bogel model

February 07, 2018 | Runtime: 2:40

Building portfolio models that balance equity and fixed income may be a thing of the past. What do portfolios of tomorrow look like? Phil Toews of Toews Corp. offers his thoughts.

Value of next gen asset allocation models

February 07, 2018 | Runtime: 2:46

Advisers and investors are searching for a way to combine low-cost passive beta and smart beta. How can they do it? Michael Messinger of Redwood Investment Mangement explains.

 
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