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How Broker-Dealers are Reshaping Product Platforms

Portfolio diversifying investments continue to evolve. The expansion of Closed End Fund offerings, perpetual life real estate structures and preferred offerings provide broker-dealers with a tremendous amount of choice.

In this call we will explore how this continued expansion of product types is impacting the way broker-dealers build product platforms for advisors. By reconciling the need for advisory and commissionable solutions against product structures, we will hear how broker-dealers are purposefully reshaping the way we deliver client solutions.



May 22 2024