Tag: Fintech

CS & Salt Financial: Innovation can ignite new FIA demand

North America | Indices

18 Nov 2020 by Lavanya Nair

The fixed index annuity market has suffered a significant drawback in what has been a historic yet volatile year in terms of interest rates, leaving key leaders in the industry potential indicators as to how the coming year will play out.

Exclusive: Modelity spins off click & trade hub

International | Technology

16 Nov 2020 by Pablo Conde

The LPA group-owned Israeli fintech has spun off its click-and-trade platform to launch a new multi-issuer hub.

Fintech view: automation puts pressure on the middleman

International | Technology

23 Oct 2020 by Pablo Conde

New products at the forefront of passive investing such as actively managed certificates (AMCs) are opening new opportunities for technology providers.

Halo broadens annuity distribution

North America | Technology

07 Oct 2020 by Lavanya Nair & Pablo Conde

US structured note platform Halo Investing has entered into a new partnership with technology solutions provider Fiduciary Exchange (FIDx) to amplify the platform’s distribution and availability of annuity offerings.

Luma, StoneX team up in Latin America expansion

International | Technology

01 Oct 2020 by Lavanya Nair & Pablo Conde

US fintech platform Luma has partnered with financial services firm StoneX Financial to help streamline its expansion into the Latin American structured products market.

Gentwo’s model validated as “big players take SPV route”

International | Technology

18 Sep 2020 by Pablo Conde

Securitisation specialist platform GenTwo has celebrated its second anniversary with a successful growth story based on facts and figures.

US: automating the human out of the investing equation

North America | Features

14 Sep 2020 by Lavanya Nair & Pablo Conde

The US structured products market has increased in popularity in recent years with a greater volume of investors looking at these instruments as they search for yield and protection.

Credit Suisse: banks face two-fold supply burden as issuance soars

International | Technology

09 Sep 2020 by Lavanya Nair & Pablo Conde

High market volatility has paved the way for structured products to make waves among investors with issuers scrambling to cash in on the booming trend. But with a rapid growth in volume come additional hurdles that more traditional players such as banks will have to face.

Jackson develops in-house digital portal for indexed annuities

North America | Technology

04 Sep 2020 by Lavanya Nair & Pablo Conde

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.