On this episode of Talking Wealth, Michael Batnick is joined by Jeffrey Ptak, managing director at Morningstar, to dive into one of the biggest shifts in the advisory world: the surge in income-oriented products.
From covered-call ETFs and bond ladders to private-credit funds and interval structures, advisors are increasingly building portfolios around steady cash flow rather than pure total return. They break down why this trend has accelerated, what problems these products are trying to solve, and where they actually fit in a client’s plan.
If you want a clearer lens on how income products are being used today — and what advisors should be thinking about before adopting them — this episode has you covered.
This episode is sponsored by RBC Clearing & Custody.
To find out more visit https://www.rbcclearingandcustody.com/
Watch it HERE!
