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RIAs / wealth managers considering a new financial product

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Oct 19, 2021 11:46 am

Dear wealth managers, RIAs,

I have some questions I would like to get a better understanding from.

From your point of perspective, how is the spectrum of financial products that you offer, defined? And what is the process for consideration?

To give context, we offer investors an easy way to buy, accumulate and sell physical precious metals through our ecosystem. Precious metals are great in preserving value in times like these (inflation) and research, among others by World Gold Council, shows that people buy precious metals after being advised by their wealth manager/financial advisor or got recommended doing so by family/friends.

Our investment product is the yield generated through our ecosystem. The yield is paid out in precious metals (gold, silver, platinum).

How do wealth managers take onto a new financial product (is there some sort of process / decision making) and could we offer this to you?

Look forward hearing from you.

Kind regards,