Insights by Tag:

Raymond James

Market
SRP Americas Awards 2024: Raymond James logs US$5.6bn sales as ‘internalisation’ continues

05 Nov 2024

SRP Americas Awards 2024: Raymond James logs US$5.6bn sales as ‘internalisation’ continues

A recent partnership with a valuation and analysis start-up founded by former Morgan Stanley executives has strengthened the annualised sales which represented a growth of over 50%.

Analysis
Spotlight on US: decrement indices stagger

01 Nov 2024

Spotlight on US: decrement indices stagger

The demand for decrement indices in the US structured note market has been faltering despite this year’s growth.

Products
Canadian penny stock mining firm issues gold-linked notes

04 Jun 2024

Canadian penny stock mining firm issues gold-linked notes

A Vancouver-based mining company has issued two tranches of gold-linked notes through agents led by Raymond James while waiting to harvest its recurring revenue.

People
People: GS taps JPM Emea private banker, Insperex promotes head of MLP trading & origination

16 Jan 2024

People: GS taps JPM Emea private banker, Insperex promotes head of MLP trading & origination

In this week’s roundup, we look at the latest hirings and internal moves at Goldman Sachs, Standard Chartered Bank, Raymond James, InspereX and BlackRock.

Products
USD Libor: a long legacy coming to an end, US$8bn worth of notes need new rate

14 Jun 2023

USD Libor: a long legacy coming to an end, US$8bn worth of notes need new rate

With just over two weeks to go until the USD Libor ceases on 30 June 2023, SRP lists some of the measures taken by issuers for their outstanding structured notes.

Products
Product snapshot: Nasdaq on track to deliver maximum return

03 Nov 2022

Product snapshot: Nasdaq on track to deliver maximum return

Despite the negative sentiment on the global financial markets, a Barclays note on the Nasdaq-100 is on track to deliver the maximum possible return at the end of the month.

Events
SRP Americas 2021: technology and distribution

08 Oct 2021

SRP Americas 2021: technology and distribution

Industry figureheads joined the SRP Americas 2021 conference last week to discuss the on-going impact of digitalisation in the structured product industry and the significance of fintech platforms as well as their growing roles in facilitating customer needs.

Products
Buyside roundup: sales up, index baskets dominate distributions

06 Aug 2021

Buyside roundup: sales up, index baskets dominate distributions

The main US buyside firms have been behind significant inflows and sales volumes in the retail structured products market during the second quarter of 2021.

People
People: Luma adds JPM veteran in annuities push

10 Aug 2020

People: Luma adds JPM veteran in annuities push

Cincinnati-based Luma Financial Technologies has appointed John (Jay) R. Charles (pictured) as director of annuity products.

Market
SRP in brief: riding the Covid storm

10 Aug 2020

SRP in brief: riding the Covid storm

It’s been a rough week for some banks, as latest quarterly figures show the impact the Covid-19 environment has had on the top and bottom lines of some of the sector’s major players.

Products
Product wrap: BMO tracks Raymond James fund-based prop play in the US

17 Apr 2020

Product wrap: BMO tracks Raymond James fund-based prop play in the US

This week’s wrap covers a selection of structured products with strike dates between 12-18 April 2020.

Market
Buy-side view: simplicity helps with the positioning of indexed annuities

20 Feb 2020

Buy-side view: simplicity helps with the positioning of indexed annuities

Catering to a growing need for innovative annuity products, life insurance company Great American Life became the second insurance carrier to be incorporated to SIMON’s insurtech annuities platform for wealth managers, in January of this year.