2018 FTJ FundChoice Advisor Summit
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.
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.
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.
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.
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.
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.
February 07, 2018 | Runtime: 2:28
Beneath the surface trends involving rates, credit and market dynamics are impacting your clients. How can you control the narrative? State Street's Michael Arone offer's his perspective.
February 07, 2018 | Runtime: 2:14
What does Orion have planned to stay a step ahead? It's new direct-indexing tool for Advisor Strategy and Tax Return Optimization, or ASTRO, could revolutionize the industry, according to CEO Eric Clarke.
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.
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.