Raul Perez, Executive Director at Wells Fargo Securities, joins Beyond 60/40 to explore how digital tools - like iCapital's - are modernizing structured investments. From e-signatures to lifecycle management, he explains how the advisor-client experience is being transformed. Raul also offers a forward-looking view on how AI could help match investors with personalized structured solutions at scale. Have questions about structured investments? Email yourquestion@icapitalnetwork.com
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