Latest posts
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The picture of inconsistency
A picture is worth a thousand words.Can you guess what this one shows? Here are a few takeaways: 1️⃣ Inconsistency – We all know market returns go up and down.…
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SRP Americas 2025 Conference
I attended the SRP Americas 2025 Conference this week and nobody wanted to talk about Structured Notes! Here are my top 5 takeaways from the event: 1️⃣ Attendance was strongAbout…
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40-60% of advisors choose to outsource
40-60% of advisors choose to outsource investment management to an asset manager or model portfolio. Why would these advisors use a structured note? NEWS FLASH: they won’t. I didn’t need…
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