Multi-dealer platforms have changed the dynamics and trends around distribution of structured products and have also increased the opportunities and choice for issuers, advisors and investors.
As we near the end of 2022, Biju Kulathakhal, co-founder and CEO, Halo Investing, and Bruce Lee, founder, Keebeck Wealth Management discussed during a fireside chat the challenges of advisors in the current environment and how platforms can help streamline and expand the distribution of structured products in the US market. Biju Kulathakhal : How would you describe the current state of the US structured products market? Bruce Lee : The way I look at it is that for th