05 Dec 2023
WealthVest signs LPL for FIAs on Fidelity Indices
The wholesale annuity company has onboarded the largest US independent broker-dealer to trade two Fidelity indices, which are exclusively available through its fixed index annuities (FIAs).
02 Nov 2022
People: former Natixis head joins buyside boutique
JPM appoints Southeast Asian ECM head; Spectrum Markets bolsters risk management; Iosco names new chair; and more.
19 May 2022
BNP Paribas, Fidelity add new custom strategies to US annuity market
The new underlyings have been deployed via fixed indexed and registered index-linked annuities issued by Nationwide and Transamerica.
24 Feb 2022
Cryptos: Eqonex launch bitcoin dated futures
The Nasdaq-listed digital assets financial services company has launched a new type of Bitcoin (BTC) investment product, a BTC dated futures contract with a physical settlement.
09 Nov 2021
People: BBVA beefs up Apac franchise
BBVA has appointed Stephen Cheuk Wa Sun as head sales, global equities, Asia, to continue building an investment product franchise in Asia Pacific after setting up an equity trading and sales hub in Hong Kong SAR.
29 Jan 2021
Product wrap: Citi tracks Fidelity factor indices
In this week’s wrap, we look at a selection of structured products with strike dates between 24 and 30 January 2021.
09 Jul 2020
Fidelity’s multifactor risk control gauge gains traction
RIA membership network DPL Financial Partners and insurance carrier Midland National have launched a commission free fixed indexed annuity (FIA) aimed at aiding investors by doubling income payments for up to five years to accommodate retirement investors increased personal care expenses.
26 Oct 2018
Product wrap: HSBC targets Fidelity fund for Chinese wealth management scheme
This week's wrap covers a selection of structured products with strike dates between October 21-27, 2018. Highlights included a phoenix certificate from Mediobanca in Italy, a note from JP Morgan linked to the S&P Economic Cycle Factor Rotator Index in the US and a wealth management scheme from HSBC Bank in China which participates 100% in the rise of the Fidelity Global Multi Asset Income Fund.