27 Nov 2024
SRP Americas Awards 2024: Stifel nears US$3bn in structured product sales
The broker-dealer with record US$496 billion client assets has won the Best Educational Initiative accolade at the SRP Americas Awards 2024.
19 Nov 2024
SRP Americas Awards 2024: Merrill broadens issuer partners, set to hit US$14bn sales
The wealth manager arm of Bank of America (BofA) expects to further increase its custom structured note offerings from third-party issuers in 2025.
12 Nov 2024
SRP Americas Awards 2024: GS capitalises on futures indices and catapult payoff
It’s been a bright year for the US structured notes and over-the-counter (OTC) hedging businesses at Goldman Sachs (GS).
11 Nov 2024
SRP Americas 2024: Monex sees scope to add new currencies to FX offering
The Mexican player continues to be a dominant force in the domestic FX structured products market.
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%.
29 Oct 2024
SRP Americas awards 2024: Desjardins – focusing on substance over style
The Canadian issuer’s focus on a conservative approach for its structured products offering continues to pay off as investors learn about portfolio construction and stock selection criteria.
21 Oct 2024
SRPInsight Q3 2024: Americas Special Edition
The latest issue of our e-magazine covering Q3 24 is ready to download.
17 Oct 2024
SRP Americas Awards 2024: SPX plays with new capabilities
S&P Dow Jones Indices (S&P DJI) has won the Index of the Year, Structured Products and Best Thematic Index Provider at the SRP Americas 2024 Awards, which were held in New Orleans on 11 September.
08 Oct 2024
SRP Americas awards 2024: Davis Polk - balancing innovation with regulatory compliance
Davis Polk was recognised once again as the ‘Best Law Firm’ at SRP Americas Awards 2024 for its legal support to market players and its guidance around US regulatory focus areas like the Regulation Best Interest and the DOL fiduciary rule.
24 Sep 2024
SRP Americas 2024: US federal income taxation of structured notes
Two senior lawyers from Mayer Brown provided a digestible version of the US federal income tax classification and treatment of structured notes during the SRP Americas 2024 Conference in New Orleans.
19 Sep 2024
SRP Americas 2024: leveraging technology to increase distribution, auto-pricers in focus
Panelists discussed how buy-sides drive the innovation of technology and platforms within the structured product industry at the SRP Americas 2024 conference held in New Orleans, LA last week.
18 Sep 2024
SRP Americas 2024: tactical balancing of portfolio exposure
Panellists at the SRP Americas 2024 Conference in New Orleans discussed portfolio allocation and capital protection with the long-term goal of preserving wealth.