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Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Fixed Income Insights
Weekly Fixed Income Commentary: Jobs report disappoints, Treasury yields decline
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U.S. Treasury yields fell after the May jobs report fell short of high expectations.
Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields hold steady as news is quiet
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U.S. Treasury yields ended nearly flat last week and spread sectors broadly outperformed amid minimal economic news or fundamental changes.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation data surprises
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U.S. Treasury yields rose sharply last week after inflation data showed a sharper uptick in prices than expected.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation expectations rise as Treasury yields fall
This piece is approved to use with clients.
U.S. Treasury yields declined last week, though inflation expectations rose, as the fall was entirely driven by lower real yields and expectations for a slower pace of eventual Federal Reserve policy tightening. Economic data weakened, with a large downside miss in the April jobs report.