02 May 2025
Morgan Stanley leverages integrated portfolio solutions for independent advisors
The banking giant is fostering cross-divisional collaboration to bring institutional solutions for “underserved” independent advisors in the US.
01 May 2025
Marex sets up US registration shelf for senior debt
The British non-banking issuer has filed a F-3 registration statement to offer senior debt in the US market.
01 May 2025
US Market Review, February 2025: market uncertainty kicks in
Structured notes sales begin to trend downward in line with the US equity market following a strong start of the year.
29 Apr 2025
Annuities roundup: AuguStar adds five more MerQube indices to FIA
Also: advisor found in breach of fiduciary duty; GBU Life unveils new annuity; Athene simplifies flagship FIAs; and new report predicts US annuity to reach US$388 billion by 2029.
23 Apr 2025
InspereX accelerates product expansion into alternatives and annuity
Building up product lines across wrappers is a key focus this year for the American wholesaler specialising in structured products under its new CEO.
22 Apr 2025
US managers debut laddered autocallable ETFs
The two actively-managed exchange-traded funds (ETFs) feature a laddered approach through a volatility-controlled index and an equity basket.
17 Apr 2025
Luma raises US$63m series C funding to expand alternative offerings
The US multi-issuer platform backed by five investment banks is seeking to expand its footprint in the alternative investments space with the new capital.
16 Apr 2025
MerQube volatility control indices debut in annuity
The multi-asset suite with intraday volatility control and varying weighting methods is exclusively licensed to AuguStar for its fixed index annuity (FIA).
10 Apr 2025
Bloomberg, RBC’s new vol target index deployed via annuity
The multi-asset index with a decrement overlay will be traded by SILAC's fixed index annuities (FIAs).
10 Apr 2025
Listed products: BMO announces redemption and new launch of FANG-linked ETNs
Davis Polk advised Bank of Montreal (BMO) in connection with its intention to redeem all of the outstanding securities of its MicroSectors FANG+ Index 3× Leveraged Exchange-Traded Notes due 8 January 2038; and the launch of a new ETN, the MicroSectors FANG+ 3× Leveraged ETNs due 17 February 2045.
09 Apr 2025
Update - Annuities: actively managed mutual fund debuts in Rila
Nationwide has brought an actively managed mutual fund managed by Capital Group to its registered index linked annuity (Rila), in a first for the market.
08 Apr 2025
Raymond James braces for uncertainty as US tariffs roil markets ‘more than most expected’
Market volatility has shot up since the distributor logged steady and robust sales of structured products for the first quarter.