Tag Archives: #FixedIncome

Episode 90 – Finding Opportunity in Yield Markets – With Benjamin Hurn

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Benjamin Hurn is the senior vice president of Channel Development at YieldX, an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial professionals and investors in the fixed income markets.

Doug and Ben sat down at the T3 Advisor Conference and talked about the growing trend of advisors planning for income streams for their clients. They also discuss 

  • The current yield environment & what Ben sees coming
  • How yield planning can differentiate advisor firms
  • The move away from product to advice
  • How advisors can discuss outcome-based solutions with their clients
  • How YieldX helps advisors and their clients be more successful.

Resources: YieldX

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Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , ,

Frank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to create unique fixed-income cash products for institutional depositors.  

In today’s episode, Doug & Frank talk about a subject we have not discussed on our more than one hundred podcasts at Advisorpedia – cash and how advisors can take advantage of it in their clients’ portfolios. They also discuss:

  • The opportunity advisors are missing when they don’t talk with clients about their cash positions
  • With interest rates starting to edge back up, is cash back in play as an asset class
  • Can Advisors grow their business through cash
  • Why advisors should feel comfortable taking a sell down
  • StoneCastle’s FICA Impact product, and how it benefits local communities.

Resources: StoneCastle Partners, LLC

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