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Pershing handles custody, clearing, and execution. Fixed income portfolio management has more complex needs that custodial infrastructure often doesn’t cover…

IMTC

May 12, 2026

$1.67 trillion in RIA AUM changed hands in Q1 2026. 142 transactions, more than double the year prior. PE-linked deals at 71.8% of activity, an all-time high…

IMTC

May 12, 2026

Fixed income compliance isn’t equity compliance with different tickers. Each bond carries its own constraints. CUSIP-level rules. Sector limits. Duration bu…

IMTC

May 12, 2026

Blake Lynch, CETF® spent years on the buy side before joining IMTC. He built customized bond portfolios in Excel at Hennion & Walsh and distributed fixed inc…

IMTC

May 04, 2026

“It generated a more efficient set of trades than I would have put together manually. That was a turning point for me,” Patrick Duffner, CFA expressed about …

IMTC

Apr 28, 2026

$3.2 trillion in fixed income issuance in Q1 2026. The first quarter above $3T since 4Q21, per SIFMA’s latest research quarterly. Five of six asset classes …

IMTC

May 04, 2026

Managed account net flows crossed $1 trillion in 2025, per Cerulli’s latest Advisory Solutions Quarterly. SMAs are up 20% year over year and 49.2% over the p…

IMTC

Apr 27, 2026

We’re excited to welcome Maggie Bruer to IMTC as a Business Development Representative on our Sales Team! Maggie comes to us from a full service financial f…

IMTC

Apr 16, 2026

The Bond Buyer’s Jessica Lerner highlights the industry’s shift toward more customized fixed income solutions, quoting our CEO Russell Feldman. Link to the s…

IMTC

Apr 16, 2026