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Fixed Income Insights
Rx for high-SALT investors: municipal bonds
Municipal bonds can be beneficial, particularly in high-tax states.
Fixed Income Insights
Late Cycle Investing Part 3: Diversifying fixed income portfolios
This year has provided a wake-up call to fixed income investors that, yes, interest rates can rise and they can rise quickly. While the sharp increase in Treasury yields dented total returns on diversified fixed income portfolios, we believe it will still be possible to earn good returns over the next few years.
Fixed Income Insights
The Case for Investing in U.S. Municipal Bonds
Municipal bonds have historically appealed mainly to investors subject to U.S. federal and state income taxes. However, investors not subject to these taxes, such as non-U.S. investors, are showing increasing interest in the asset class.
Leveraging Technology & Data
Changes Ahead: How Technology Integration Can Scale Your Business
Advisory firms who leverage advanced tech integration, have a bigger book-of-business, generate more financial plans, and have more time to spend with clients. John Yackel of Envestnet and Michael Wilson of First Citizen Bank sit down to discuss.
Leveraging Technology & Data
Getting More From Data: How Advisors can Strengthen Their Value Proposition
Discover the benefits of data analysis and how advisors can use data to better support clients.
Leveraging Technology & Data
The Future of the Decision Making Process for the Financial Services Industry
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.
Leveraging Technology & Data
How to Use Big Data to Your Advantage
Data aggregation and analytics are top of mind for advisers, but how can they help your clients? Anil Arora of Envestnet Yodlee offers some strategies.