The panel focused on the governance of product design, distribution, suitability and scalability within structured investment firms, with an emphasis on protecting investors.
Panellists at the SRP Americas 2026 Distribution control: shelves, platforms and portfolio integration panel discussed how the distribution of structured products is evolving as RIAs gain influence relative to wirehouses, technology platforms become increasingly important gatekeepers and products are more widely integrated into model portfolios. We bring many departments together to make sure that everybody has a say, and they understand how we're working - Grant Melquist, Ameripris