28 Jan 2026
Vestmark, T. Rowe Price partner to bring portfolio solutions for RIAs
The product aims to meet the evolving needs of advisers by enabling them to deliver customised investment strategies at scale while maintaining operational efficiency.
27 Jan 2026
Janus Henderson acquires Richard Bernstein Advisors
The acquisition aims at enabling Janus Henderson to enhance its position in model portfolios and separately managed accounts (SMAs), with the transaction expected to close in the second quarter of 2026.
19 Dec 2025
Causeway Securities expands partnerships amid US market build‑out
The broker has strengthened its collbaoration with issuers and registered investment advisors (RIAs), as it works toward profitability in the US market.
16 Dec 2025
Goldman and T. Rowe Price roll out co-branded portfolios for RIAs
Four portfolios debuted on the GeoWealth platform, with a fifth aimed at high-net-worth investors expected in 2026.
04 Dec 2025
InspereX floats Aria to streamline alternatives, fixed income for RIAs
The platform combines fixed income, structured products, and alternatives with digital tools for registered investment advisers (RIAs).
03 Dec 2025
InspereX launches structured notes platform powered by Luma
The US wholesaler will deploy Luma’s technology for structured products through its newly-launched Aria platform.
20 Nov 2025
Steward Partners advances structured notes adoption for advisors
From zero to hundreds of millions in sales, the US$46 billion hybrid RIA is seeking to deepen its structured notes penetration three years after spliting off from Raymond James.
13 Nov 2025
Structured Investnet launches, debuts performance database
Backed by Structured Insights and FVC, the new portal aims to enhance transparency, analytics and strategy comparison tools for RIAs and wealth platforms.
16 Oct 2025
Advisors likely to hold more ETFs than mutual funds by 2026: Cerulli
A research finds advisors anticipate raising their ETF allocations to 25.5% by next year, surpassing their projected mutual fund allocations for the first time.
02 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.
05 Feb 2025
Fidelity hit with Finra claim over US$11.1m ETN loss
The exchange-traded note (ETN) issued by Credit Suisse has caused a loss of US$11.1m after being ‘inappropriately’ recommended by an advisor on the Fidelity brokerage platform.
10 Sep 2024
Rising use of structured products for US advisors, InspereX survey finds
Advisors are increasingly using structured products to differentiate their business and enhance client relationships, according to the survey.