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"Fixed Income's Next Frontier: Meeting Client Needs with Customization"

Fixed income personalization is here. Learn how to move beyond standard models and deliver client-centric portfolios.

Date: Thursday, March 26, 2026

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion

Equity portfolios have benefited from years of innovation in personalization. Direct indexing has given advisors practical ways to reflect tax considerations, preferences, and planning objectives at scale. Fixed income, by contrast, has remained difficult to customize—often constrained by operational complexity, limited flexibility, and standardized models that prioritize efficiency over individual outcomes.

As client needs become more nuanced, those limitations are harder to ignore. Income timing, tax sensitivity, duration preferences, and risk tolerance vary widely across households, yet fixed income portfolios have struggled to reflect those differences in a scalable way.

In this conversation, we will discuss why fixed income personalization has historically lagged equities, and why that's starting to change. You will learn:

• Why customization in fixed income has been structurally harder than in equities
• What advisors have learned from the evolution of direct indexing
• Where traditional fixed income approaches break down as client needs diverge
• How firms are beginning to rethink fixed income construction with personalization in mind

Speakers: 

Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets

Brian Libby | Business Development Consultant | Orion Advisor Solutions

Sam Stoner | Manager of Portfolio Management | Orion Advisor Solutions

Offered Free by: ThinkAdvisor
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