30 Sep 2021
UK advisers: most of Priips disclosure material is ignored
The country’s association of advisers and investment managers is calling for a fundamental review of the Priips regime rather than a ‘sticking plaster’ approach.
18 May 2021
US start-up targets risk management, income generation needs of advisors
The US firm is targeting investment advisors in the US market to increase the penetration rate of structured products.
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04 Sep 2020
Jackson develops in-house digital portal for indexed annuities
Prudential subsidiary Jackson National Life Insurance Company has launched a new digital tool to help investment advisers without state insurance licences access to annuity solutions.
04 Aug 2020
Move to virtual will have a positive impact on structured product transactions
With the first half of 2020 being ravaged by the Covid-19 pandemic, financial professionals are scrambling to shift towards a more accessible client dynamic that can benefit both parties while maintaining proper social distancing measures.
30 Apr 2020
SIMON collaborates with Raymond James on annuities, Leonteq adds white label partner
SIMON Markets and Raymond James Financial have reached an agreement to bring SIMON’s end-to-end digital platform for annuities to Raymond James’ 8,000 plus advisor force.
12 Dec 2019
Profile: Wealthinity, combining client servicing tools and investment solutions
Following yesterday’s interview with Kirill Ilinski, managing partner at Fusion AM, SRP spoke to Taras Rybak (pictured), head of investment solutions at Fusion and co-founder of Wealthinity, the new platform targeted at advisors which will offer access to a range of pre-built investment portfolios featuring structured products.
10 May 2019
Exclusive: Axio snaps up Luma’s parent company wholesale operations
The US structured products distributor moves to expand the reach of its distribution channel.
17 Apr 2019
Luma structured products platform adds investment product pioneer
Luma Financial Technologies, the independent, multi-issuer, online platform that provides broker/dealers, registered investment advisers (RIAs) and banks with a feature-rich marketplace for structured products and annuities, has announced that Stephen Bodurtha (pictured), an investment product pioneer and co-inventor of the Select Sector SPDRs ETFs, has joined the firm’s board of directors.
19 Mar 2019
US structured annuity providers push advisory channel
Providers of indexed and structured annuities in the US are piling up resources to increase the offering of commission-free annuity products to fee-only advisors as the registered independent advisor (RIA) channel gets momentum.
01 Mar 2019
Security Benefit: shift to fee-only products has growth potential
The arrival of intermediary platforms in the annuities market is breaching the gap between product providers and distributors
29 Jan 2019
Reyker: structured products are not just autocalls
Structured notes are ideal for investors in the current environment as they provide sources of income and risk control. But diversifying the product offering is a must as hedging problems with autocalls could impact pricing
05 Dec 2018
Structured products have always been quietly doing exactly what they intended to do, Lowes
Societe Generale’s first ever 10-year kickout structured product launched in cooperation with Mariana Capital and marketed in the UK market by Lowes delivers up to 133% after one year