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.

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.

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.

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.

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.

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.

Uncommon Sense: Trends that are driving your practice

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.

What's next in adviser innovation?

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.

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.

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.

 
Videos 1-10 of 14

Recent Events

2018 The Future of Our Business

Monday, Jul 23, 2018

Fidelity Inside Track

Thursday, Jul 19, 2018

Investments

Monday, Jul 16, 2018
X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.