
Revolutionizing #FixedIncome investing with an end-to-end platform powering personalization at scale. #MiamiTech
Miami, FL
Joined April 2020
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Currently utilizing @ENVintel's technology & services?
Good news: we’ve partnered with Envestnet to provide advisors, clients & companies with access to liquid, yield-driven solutions.
Check out how Envestnet and YieldX are simplifying income investing: bit.ly/3tKg7qu
Concerned about the current high inflationary environment and helping clients to cash reserves to work? Then you need to check out our on-demand webinar, Surviving in Times of Inflation. Watch Now: bit.ly/3skbGkn
Did you catch the Wordle on Sunday? 😉
Drop a comment below if you get why we’re so excited. Didn’t play? Leave your best guess!
Have we reached peak inflation? What are the impacts on CPI figures & average hourly earnings?
Find out in this week’s Stew’s Views: bit.ly/3lj1UMs
Goldman Sachs notes that credit is outperforming its usual beta to the equity markets. Why? excellent credit fundamentals, including:
✅ Low leverage ratio
✅ High interest rate coverage
✅ Good cash on b/s
✅ No recent defaults
Are you at @ENVSummit? Don’t miss @YieldXCEO at 11:00 AM in the Richardson Ballroom as he joins a panel with other industry leaders, talking about how to provide protection and income solutions through technology.
Wondering what you should pay attention to in the markets this week?
#YieldX CIO Stewart Russell has you covered. Check out Stew’s Views every week over to stay up-to-date on all the happenings in income investing. Check out this week’s thoughts here: bit.ly/3spevRR
Attending @ENVSummit?
Set your reminders for “Advising with Cryptocurrencies and Digital Assets” Panel Discussion at 2:10 PM with our own Erin Friez.
Join us in E219A to learn how to answer clients’ questions about digital assets. #ENVSummit
Did you know #YieldX integrates directly into Envestnet platform?Access YieldX’s suite of income & protection tools through the Envestnet ecosystem.
Empower your clients to meet their unique goals with YieldX + Envestnet. Learn more: bit.ly/3tKg7qu
We’re making it easier than ever to get our latest updates.
Head on over to yieldx.app and sign up for push notifications! We’ll make sure you’re the first to know about market news, brand new resources, & thoughtful insights to help you drive investor outcomes.
It’s a busy month here at #YieldX! Whether you’re wrapping up your time at #T32022, preparing for @ENVSummit next week, or counting down the days until @wealth__stack we’re looking forward to seeing you there!
Drop a comment below if you’re attending.
Roll call! Hands up if you’re at T3 this week✋!
We’re at Booth #810! Come stop by & drop us a comment below if you’re there. #T32022
There have been very few places to hide from the financial market volatility of the past few quarters. However, viable alternatives exist, if you know where to look. Read more of this week's Stew's Views to learn what we're keeping an eye on in the market: bit.ly/3s94aJH
Don't miss Erin Friez at #ENVSummit! She'll be joining a panel with Scott Keller of PMC Research, Kristen Mirabella of Gemini, and Ben Cruikshank of Flourish to discuss an array of digital asset management topics.
Check out our speed demo from @finadvisortv! Thanks for featuring us @gwynnethshipley
bit.ly/38xjV6g
The @yield_x Speed Demo from @finadvisortv | Sponsored by @CWP_Advisor | Hosted by @gwynnethshipley | View Other Season 1 Episodes with @SnappyKraken @ycharts @Wealthbox @AssetMapLLC @GeoWealthTech: advisorspeeddemos.com nitter.cf/i/broadcasts/1dRJZleZL…
We’re looking forward to speaking at @ENVSummit in a few weeks! Join us on May 12 at 11 am to hear Adam Green speak about helping clients better protect what they’ve grown over the years & turn those assets into streams of income. #ENVSummit
Stewart Russell covers the fixed income markets in 5 minutes or less on @BloombergRadio. Catch up on everything you need to know by listening to the segment here: bloom.bg/3rQg1fI
What’s the latest news impacting income investing?
Stewart Russell has the answers. Read the latest Stew’s Views over on the blog for everything you need to know this week (& sign up for our newsletter to never miss the latest market commentary): bit.ly/3CPkFi9
Financial Advisors: Having a hard time standing out from the crowd? Learn how #YieldX can help you provide unique yield opportunities, offer a modern digital solution to clients, & access ETF alternatives and cash management solutions: yieldx.app/













