Defined payouts and low vol underlyings can add value to retirement portfolios but comparability becomes harder when each product have their own customised index.
The US market represents almost 25% of all structured products outstanding globally in 2023.
The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.
A group of panellists shared their observations on how technology and interest rate increases have made a difference when it comes to product innovation in the US market at the SRP Americas 2023 Conference held in Chicago on 27 September.
US advisory firm NewEdge is implementing a new approach to investing in structured notes and creating managed investment strategies using these products.
Structured products have become the go-to investment solution in the US market in recent years.
Registered index-linked annuities (Rilas) are posed to continue growing over the next three years.
Platforms offering a one-stop shop with all things structured products are helping drive up market growth and adoption, panellists said.
The market remains in good health with further room for underlying diversification.