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Fixed Income Insights
Fixed income is finally delivering income!
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Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
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Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.