Product Structures of the Future: Winning the Next Generation of High-Net-Worth Investors

What innovative investment structures are emerging as powerful new tools in wealth management? The latest research from Cerulli Associates suggests a number of product trends shaping our industry, from SMAs to tax optimization strategies. In this session, we’ll cover how product structure influences investment success, including how to potentially position high-net-worth clients by pairing complementary models within a UMA.