Where people, processes,
& technology converge

Explore our insights, research, events, and news on the world of fixed income and technology.
Filters

Role

Theme

Types

MediaPress & Media

The Desk: The Future of Investment Advice & Solutions: Top takeaways from the 2022 MMI Conference

Read about the top trends discussed at the 2022 MMI Annual Conference, focusing on fixed income SMAs. As originally published on The Desk.
Goelzer Investment Mgmt team at charity initiative
InsightsFuture of the Industry

Goelzer Investment Management: A Rare Gem in their Dedication to Community Service

Since its inception, Goelzer has embedded charity and community service into its culture. Our team is lucky to call this inspiring, 35+ person firm a client!
geometric pattern of building
Product UpdatesProducts & Solutions

Release Notes: New Integrations, Enhanced What-If Scenarios, and Increased Control of Allocation and Optimizer Results

Explore IMTC’s latest product developments including integrations with APX, Orion and Vestmark and newly rolled out features including a Scenario deep dive and a custom waterfall allocation module.…
Animal Spirits Podcast
PodcastsFuture of the Industry

IMTC CEO Russell Feldman on Animal Spirits Podcast

IMTC CEO Russell Feldman joined Animal Spirits podcast, hosted by Ben Carlson and Michael Batnick, to discuss revolutionizing the fixed income investment process on the "Talk Your Book - Fixing Fixed…
Bond Buyer logo
MediaPress & Media

Bond Buyer: The changing landscape of retail investing

Watch this Leaders Panel on The Bond Buyer website that features Blake Lynch of IMTC and Peter O'Neill of Bank of America, hosted by Lynne Funk.
Mike Carmichael
InterviewsTestimonials & Interviews

Optimizing Fixed Income Accounts with IMTC: An Interview with Mike Carmichael

Michael Carmichael, President of Carmichael Financial, sits down to discuss why they decided to bring IMTC to their firm, how they're using the platform, and what benefits it's provided to their…
MediaPress & Media

The Desk: Bill Vulpis appointed to IMTC advisory board

The Desk covers IMTC's announcement of fixed income industry veteran, Bill Vulpis, to its advisory board.
Bill Vulpis image - joins IMTC advisory board
Press ReleasesPress & Media

IMTC Announces Appointment of Bill Vulpis to Advisory Board

Bill Vulpis brings 40+ years of experience and relationships in the fixed income industry to IMTC in his new position as an Advisory Board member.
mountains with upside down reflection
Market CommentaryBond Markets

The Fixed Income Brief: The Upside Down

Rate moves over the holiday-shortened week showed that there are still a broad number of outlooks around the likelihood of a recession and the impact the Fed hikes will have on the economy. Every…