For some, education is just an exercise to keep compliance at bay while for others it is a must have and the anchor of how a platform works. That and more was discussed during the ‘Rise of platforms in US distribution’ panel at the SRP Americas Conference 2019 on May 22 in Chicago.

With the rise in the number of platforms offering structured products in the last few years, there has been more emphasis on education, but, according to Jason Barsema (pictured) , co-founder & president of Halo Investing, for many it is just a “check the box” exercise. “We have an educational suite, don’t get me wrong, but that is not really our focus,” said Barsema. “Education is important but it doesn’t get an adviser who has never heard of struc

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