Beyond 60/40 Video: Episode 39
Structured Innovation: Technology's Role in Wealth Solutions
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. https://video.icapital.com/detail/videos/general/video/6373188604112/structured-innovation:-technology-s-role-in-wealth-solutions-%7C-beyond-60-40-ep.-39?autoStart=true&page=1
