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Client Experience
Ep 25: Podcasting to Reach and Retain Clients in the Digital Age - With Matt Halloran
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For advisors, podcasting has become a great way to build relationships with ideal and existing clients, all the while maximizing the advisor-client relationships and ROI. In this episode, podcasting professional Matt Halloran shares his expertise in podcasting and how his company is helping advisors find their voice using this medium.
Fixed Income Insights
Yield Curve Steepening Likely to Continue
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We expect economic data to improve going into the summer, so we anticipate continued Treasury yield curve steepening.
Client Experience
The Search for an Advisor Like Me
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Analysts have been investigating the business case for diversity across industries for years and it has grown stronger. The Wall Street Journal’s research suggests that diverse and inclusive cultures may provide “companies with a competitive edge over their peers.” Companies participating in the study credited maintaining diversity with a range of benefits, including talent retention and better innovation and product development.
Client Experience
Advisory Firm Back to Office Checklist
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As states begin to lift their stay-at-home orders many advisors are looking forward to getting their teams back into the office. This checklist will help you get organized.
Client Experience
Back to Work Considerations for Advisory Firms
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As states begin to lift restrictions surrounding COVID-19, advisory firms are faced with a daunting question – what does the return to work look like? Now that we’ve mastered the art of working from home, how do we approach the next major hurdle of going back? While the future remains uncertain, it’s important to begin these discussions and start putting an office resiliency plan in place.
Fixed Income Insights
Entry points for emerging markets
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Attractive valuations exist across IG and high-yield credit segments.
Fixed Income Insights
Pandemic Pressures Municipal Bond Issuers
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While we expect muni downgrades, the market is likely to remain high quality, with low defaults relative to other bond types.
Fixed Income Insights
Securitized Credit May Be Poised to Rebound
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Securitized credit has lagged the rebound in other assets, but T. Rowe Price believes that areas could outperform as the economy reopens.
Fixed Income Insights
May 2020 Fixed Income Market Update
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In our view, the markets feel much healthier at the end of April than a month ago, but underappreciated in the improved sentiment is not only the scale of March policy action, but its continuation into April. Actions announced in April would ordinarily have remained in headlines and discussion for weeks, but the nearly half trillion dollar U.S. fiscal stimulus package has been treated almost as a footnote to its much larger cousin in March. Similarly, Fed and other central banks not only continued to implement the massive programs initiated last month, but significantly expanded on them.
Fixed Income Insights
Municipal Yields Have Converged
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Over the past several weeks, yields between short- and intermediate-term Municipal Bonds have converged. This may be an opportunity for investors to significantly reduce interest rate risk while sacrificing minimal income since shorter-term bonds typically have less sensitivity to rates.