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June 20, 2014

Exceed Investments Survey Finds Additional Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed

(New York, June 19, 2014) – In a survey of 700 financial advisors, Exceed Investments found that perceived and structural inefficiencies were holding back latent demand for structured investments with 20 percent of all respondents saying they would sell considerably more structured products if liquidity and transparency were improved. Furthermore, 20 percent of RIAs said they would like to sell structured products to at least some of their clients but don’t have access to the product.

See the Exceed press release, paywalled article from Structured Products, and our release’s mention on MarketWatch.

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Recent Posts

  • Podcast: Greg Poapst, of Fundviews Capital, interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever “Update” episode. He has partnered with Exceed Investments to offer Option-Based solutions to the very fragmented RIA space across the United States.
  • Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example
  • John Beldy Joins Exceed as Partner, Separate Managed Account Program Launch Marks Next Chapter of Exceed’s Option Offerings

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