Tag: Financial advisers
Rising use of structured products for US advisors, InspereX survey finds
North America | Industry
10 Sep 2024 by Summer Wang
Advisors are increasingly using structured products to differentiate their business and enhance client relationships, according to the survey.
Buy-side view: portfolios are better off with at least 25% of structured products
Europe | Products
07 Mar 2024 by Pablo Conde
Activity in the UK structured products market continues to pick up after years of subdued inertia.
New distributor enters UK, counterparty pool expands
Europe | Products
06 Mar 2024 by Pablo Conde
The new UK distributor aims to expand adoption in the adviser community.
Buyside view (Part 2): passive investments with dynamic allocation
North America | Industry
10 Oct 2023 by Pablo Conde
The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.
Buyside view: from brokerage to advisory – shifting the focus
North America | Industry
09 Oct 2023 by Pablo Conde
US advisory firm NewEdge is implementing a new approach to investing in structured notes and creating managed investment strategies using these products.
SRP Europe Awards 2023: Acepi – setting common standards in a credible way
Europe | Conferences
28 Mar 2023 by Marc Wolterink
Acepi has won the awards for Best Trade Association and Best Educational Initiative at this year’s SRP Europe Awards, which were presented on 8 March in London.
Ban on commissions: before the fall
Europe | Features
17 Aug 2022 by Sybil Yorke
In our second article on the likely effect of an EU-wide commission ban, Sybil Yorke probes cause and coincidence in the UK’s post-ban retail market.
Zest Capital: our approach is different, we don’t sell on indicative terms
Latin America | Products
11 Nov 2021 by SRP News
The firm’s exponential growth over the last two years has provided the foundations to grow the business and expand to other countries.
SRP Americas Awards 2021: Zest Café adopts ‘Starbucks’ model to promote structured products
Latin America | Conferences
10 Nov 2021 by SRP News
Peruvian wealth management specialist fintech Zest Capital won SRP’s Best Educational Initiative award at this year’s SRP Americas conference 2021 in late September.
