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Client Experience
Client experience for the modern financial professional
Curated content for RIAs.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Fixed Income Insights
Return of the Bond Market: Better Income Opportunities?
This piece is approved to use with clients.
Most investors incorporate bonds into a portfolio to provide diversification. Unfortunately, a smoother return path has not held true in recent years. But now the market has recalibrated, and yields have reset higher. Higher yields mean higher future returns. And for the first time in a while, you can make the argument that bonds provide true competition to stocks.
Client Retention
What Actions Add Value in This Environment?
We're joined by two experts to help us dig into these important questions - Michael Laughlin, Head of Portfolio Specialists, and Samantha Lamas, Senior Behavioral Researcher at Morningstar
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation surprises push Treasury yields higher
This piece is approved to use with clients.
U.S. Treasury yields rose further, after yet another round of unfavorable inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue marching higher
This piece is approved to use with clients.
U.S. Treasury yields rose further, after another round of unfavorable inflation data.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data boost Treasury yields further
This piece is approved to use with clients.
U.S. Treasury yields rose yet again last week, the fourth consecutive weekly increase and the longest streak since October.