Tag: Annuities
Simon: any unfamiliar tool will take time for advisors to adopt
North America | Technology
21 Jun 2021 by Lavanya Nair
The US multi-dealer platform is expanding its coverage of the indexed annuities market amid a renewed surge of interest during 2020.
Fidelity: there is growing demand for dividend, income oriented plays
North America | Products
14 Jun 2021 by Lavanya Nair
The financial services corporation has increased its profile in the structured products industry as a provider of custom strategies to the indexed annuities market.
Halo debuts annuity offerings
North America | Products
22 Apr 2021 by Lavanya Nair
The US structured notes platform is expanding its footprint into the annuities space amid a rise in popularity among clients over the past year.
SRP Europe 2021: protected products a must in the retirement toolkit
Europe | Industry
15 Mar 2021 by SRP News
The use of structured products by pension advisors to offer decumulation solutions that allow them to retain some pension capital while offering both guaranteed income and continued exposure to the market was a topic of discussion during the Optimisation value in pension and insurance with structured products panel on the final day of the virtual SRP Europe 2021 conference held between 1-4 March.
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.
SRP Americas 2020: structured annuities change the tune as risk tolerance falls
North America | Conferences
28 Sep 2020 by Summer Wang & Pablo Conde
The low interest rates have pushed advisers to actively search value for retirement investors who are now more concerned with their income safety.
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.
Bank of America dispatches Destinations index
North America | Indices
01 Jul 2020 by Lavanya Nair & Pablo Conde
Life insurance firm American Equity has introduced a Destinations fixed indexed annuity (FIA), a first-of-its-kind for the company, providing multiple allocation options that include a new volatility-controlled index developed with Bank of America.
SIMON collaborates with Raymond James on annuities, Leonteq adds white label partner
International | Products
30 Apr 2020 by SRP News
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.