Insights by Tag:

Advisers

Market
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26 Jan 2026

Fixed income ETF launches surge as advisers drive demand

More advisers are using bond ETFs in client portfolios and ETF issuers...

Products
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11 Apr 2025

UK: MB Structured Investments aims at underlying diversification

The UK distributor of structured products has won the award for Best...

Regulation
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30 Sep 2021

UK advisers: most of Priips disclosure material is ignored

The country’s association of advisers and investment managers is...

Products
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18 May 2021

US start-up targets risk management, income generation needs of advisors

The US firm is targeting investment advisors in the US market to...

Technology
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04 Sep 2020

Jackson develops in-house digital portal for indexed annuities

Prudential subsidiary Jackson National Life Insurance Company has...

Technology
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04 Aug 2020

Move to virtual will have a positive impact on structured product transactions

With the first half of 2020 being ravaged by the Covid-19 pandemic,...

Products
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30 Apr 2020

SIMON collaborates with Raymond James on annuities, Leonteq adds white label partner

SIMON Markets and Raymond James Financial have reached an agreement to...

Products
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12 Dec 2019

Profile: Wealthinity, combining client servicing tools and investment solutions

Following yesterday’s interview with Kirill Ilinski, managing partner...

Market
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10 May 2019

Exclusive: Axio snaps up Luma’s parent company wholesale operations

The US structured products distributor moves to expand the reach of...

People
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17 Apr 2019

Luma structured products platform adds investment product pioneer

Luma Financial Technologies, the independent, multi-issuer, online...

Products
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19 Mar 2019

US structured annuity providers push advisory channel

Providers of indexed and structured annuities in the US are piling up...

Products
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01 Mar 2019

Security Benefit: shift to fee-only products has growth potential

The arrival of intermediary platforms in the annuities market is...