As clients approach retirement, advisors are under increasing pressure to balance capital preservation with sustainable income generation—often in an environment where traditional tools fall short. With longer lifespans and muted yield expectations, extending portfolio productivity has become just as important as managing risk. One lesser-known strategy gaining attention is securities lending, particularly through fully paid lending of ETFs. By quietly generating incremental income without disrupting core allocations, ETF lending offers advisors a compelling way to help portfolios work harder as clients transition toward retirement.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
