( Industry Insights

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Key industry events and change drivers.

Morgan Stanley leverages integrated portfolio solutions for independent advisors

2 May 2025

Morgan Stanley leverages integrated portfolio solutions for independent advisors

The banking giant is fostering cross-divisional collaboration to bring institutional solutions for “underserved” independent advisors in the US.

SRP partners with LPA to survey the market

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SRP partners with LPA to survey the market

SRP and LPA have launched a global sentiment survey to capture the pulse of the industry from both buy-side and sell-side professionals.

Marex sets up US registration shelf for senior debt

01 May 2025

Marex sets up US registration shelf for senior debt

The British non-banking issuer has filed a F-3 registration statement to offer senior debt in the US market.

MSCI: investors are seeking clear investment narratives

30 Apr 2025

MSCI: investors are seeking clear investment narratives

The global index provider was recognised as the “Best Index Provider” at the SRP Europe 2025 award ceremony in mid-March in London for its contribution to the ESG and decrement structured products offering across Europe.

Stellantis: market insights and investment analysis

30 Apr 2025

Stellantis: market insights and investment analysis

Due to its importance and diverse portfolio of brands (such as Peugeot, Citroen and Alfa Romeo), Stellantis continues to attract the interest of analysts and investors.

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29 Apr 2025

Annuities roundup: AuguStar adds five more MerQube indices to FIA

Also: advisor found in breach of fiduciary duty; GBU Life unveils new...

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29 Apr 2025

BNPP global markets' record quarter driven by EQD and structured products

The French banking group reported a record performance from its global...

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28 Apr 2025

SRP in brief: funds in focus

US managers roll out actively-managed ETFs featuring a laddered...

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25 Apr 2025

Digital assets: VSE opens doors to crypto trackers, Amina partners with EDG in product push

Also: Penguin secures MAS licence, unveils white-glove investment...

J.P. Morgan: interest in equity-linked notes high as investors respond to ‘tariffs tantrum’

24 Apr 2025

J.P. Morgan: interest in equity-linked notes high as investors respond to ‘tariffs tantrum’

The US bank believes structured notes can be a powerful tool to gain defensive market exposure in a moderate tariff environment.

Equileap: investors are using financial products to drive corporate change

22 Apr 2025

Equileap: investors are using financial products to drive corporate change

Research shows that gender balanced companies financially outperform but progress at a corporate level is slow as companies are failing to act on the data.

SRP in brief: all about alts

22 Apr 2025

SRP in brief: all about alts

Alternative investments are in focus following CAIS's announcement last week that is launching a new business line targeted at registered independent advisors (RIAs).

Luma raises US$63m series C funding to expand alternative offerings

17 Apr 2025

Luma raises US$63m series C funding to expand alternative offerings

The US multi-issuer platform backed by five investment banks is seeking to expand its footprint in the alternative investments space with the new capital.