Panellists at the SRP Americas 2024 Conference in New Orleans discussed portfolio allocation and capital protection with the long-term goal of preserving wealth.

Bob McDermott ( pictured ), managing director, national sales manager, InspereX, who moderated the panel, emphasised the importance of downside protection and risk management in the advisory space. “The ability to have portfolio allocation, some downside protection and talk about risk management certainly resonates with the advisor marketplace, which is why I think we have seen the structured products space grow so much,” said McDermott. We do spend a lot of time on education as d