Tag: Financial advisers
New platform brings six annuity carriers under one roof
North America | Industry
04 Mar 2019 by Pablo Conde
Envestnet Insurance Exchange is targeting advisors with a comprehensive selection of annuities on a single, integrated platform
Exclusive: SocGen head departs, launches consultancy firm
Europe | People
25 Feb 2019 by Pablo Conde
Zak de Mariveles, the head of UK IFA sales, retains his role as chairman of the UK Structured Products Association
DPL: bridging the gap between insurance product manufacturers and distributors
North America | Industry
22 Feb 2019 by Pablo Conde
DPL is an intermediary platform for the registered independent adviser (RIA) market aimed at closing the gap between some of the country’s insurance carriers and financial advisors. SRP spoke to chief executive officer David Lau (pictured) about how the increased connectivity between product providers and distributors can support the increasing demand for indexed annuities.
Incapital launches advisor sales team as market-linked products hit US$5.5 billion record sales
North America | Industry
31 Jan 2019 by Pablo C Conde-Herman
The US firm has launched a new distribution channel to serve more financial advisors as demand grows
