(Bloomberg) - Long term interest rates in the U.S. have been heading higher. Yields on 10-year Treasury notes have risen almost half a percentage tojust under 4.70% this week. That’s the highest since January 2025. This raises some obvious questions, such as what’s driving the rise and are the reasons mainly cyclical or should they be viewed as systemic and of deeper concern?
Keeping track of each client’s major milestones, portfolios, conversations, emails, events – it’s easy for all the data to get messy. Advisors need a solution that gives them not just a high-level view of client interactions, but also a zoomed-in version of each touchpoint.
For those of you who are still on the fence and haven't committed to personal financial planning, I understand. It's a big change. But you can manage every aspect of it, from compliance to making sure there's room on the calendar to keep every promise.
Automated financial technology is a game-changer for advisors. Why? With intelligent and intuitive automated technology, advisors are enabled to manage their practices and help their clients build a solid foundation of financial security more efficiently.
Successfully overcoming emotional barriers helps foster a deeper connection and makes prospects feel genuinely heard and supported in their financial journey. What to know how the leading retirement solutions network structures the conversation?
