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A client lives in California, holds taxable corporates in a non-qualified account, and sits in the top federal bracket.   Every decision on that account has …

IMTC

May 26, 2026

Modern fixed income infrastructure isn’t about the platform alone. It’s about the pipes. Data has to flow from your OMS to your custodian. From your data pr…

IMTC

May 21, 2026

Heading to INSITE next week.   Russell Feldman, Patrick Duffner, CFA, Blake Lynch, CETF®, and Dave Antonelli will be on the ground at BNY Pershing INSITE nex…

IMTC

May 27, 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

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

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