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Investor demands and lower account minimums have grown separately managed accounts across fixed-income markets, particularly in munis. Russell Feldman, CEO and co-founder of IMTC, discusses this evolution and how technology has contributed to changing market dynamics.
March 5 -
The new relationship allows RIAs to access BondLink's hosted investor relations pages without having to leave InspereX's BondNav platform.
May 13 -
The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.
January 28 -
Bel Air Investment Advisors is Hightower's 14th and largest acquisition in a year, with $8 billion of assets under management including $2.8 billion of municipals.
January 5 -
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.
November 23 -
Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.
December 7 -
The Securities and Exchange Committee said its Investor Advisory Committee might made a recommendation related to enhanced municipal and corporate bond disclosure.
May 30 -
An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.
March 12 -
From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.
March 12 -
It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.
January 19