Lou Mandia of Morgan Stanley joins What the Halo to discuss what’s working in risk management today. We cover Morgan Stanley’s advisor solution team and how they’re helping advisors make the most of concentrated equity positions, as well as other ‘champagne’ problems unique to today’s market environment.
Lisa Graham discusses how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. We also discuss how advisors can make the most of working with an outsourced marketing agency.
Wealth management expert Jason Howell discusses family governance and how Structured Notes can help with unique financial planning challenges.
Risk management expert, Brian Stutland, discusses how structured products can be an effective hedge against market risks.
Jason Barsema discusses how Structured Notes can be an effective way to hedge investments during an election year.