An Overview of Structured Products
June 13, 2022 | iCapital
The key takeaway from this white paper is:
• Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions.
The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
