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InterviewsFuture of the Industry

Blake Lynch Discusses Industry Trends around Operational Efficiency & Portfolio Management Strategy [video]
In this video, Blake Lynch, Head of Sales, shares insights from his travels, highlighting common industry challenges in operational efficiency and portfolio management, and discusses how IMTC's…
March 11, 2025
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InsightsFuture of the Industry

Orion Ascent 2025: Key Takeaways on Wealth Management from the Conference
The Orion Ascent conference focused on embracing personalization, leveraging technology, and adapting to changing client expectations. Here, we discuss our top takeaways from the 2025 event.
February 13, 2025
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InsightsFuture of the Industry

Key Insights and Innovations from the 2024 Institutional Investor Fixed Income Trading Summit
The Institutional Investor Fixed Income Trading Summit delved into key strategies for enhancing fixed income management. Dive into our blog to explore the hottest topics and insights from the…
November 8, 2024
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PodcastsFuture of the Industry

Patrick Duffner featured on 3 Good Questions from EVO Wealth
IMTC's Patrick Duffner sat down with Mike Casciano of EVO Wealth to discuss the latest trends in fixed income wealth management and how firms are using technology to customize bond accounts at scale.
November 1, 2024
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InsightsFuture of the Industry

CUSIPs vs. Characteristics: Managing Fixed Income Portfolios to a Model
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and…
June 11, 2024
InsightsFuture of the Industry

Recalibrating Fixed Income Investments: Insights from the RIA Summit in NYC
At the 2024 NYC RIA Summit, Russell Feldman and Jeffrey MacDonald spoke on a panel about the changing landscape of fixed income. Topics included the state of the market, how SMAs have grown to…
May 23, 2024
Customization, technology aiding massive SMA growth
PodcastsFuture of the Industry

IMTC CEO Russell Feldman featured on The Bond Buyer Podcast
IMTC CEO Russell Feldman joined The Bond Buyer Podcast, hosted by Lynne Funk, to discuss how customization and tax advantages are driving SMA growth within the muni sector in this podcast on…
March 5, 2024
Multiple headlines about the resurgence of SMAs
InsightsFuture of the Industry

The Resurgence of Fixed Income SMAs: Have It Your Way!
The current landscape has paved the way for significant growth in separately managed accounts (SMAs) for fixed income. This article dives into the reasons for its growth, the challenges of managing…
August 17, 2023
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InsightsFuture of the Industry

Driving Change: A Guide to Successfully Demonstrating the Value of Technology to Executives
Many portfolio managers see the opportunity for new investments in technology at their firm, but know the challenge in selling the value of technology internally. Since the process can be difficult,…
June 26, 2023