Insights by Tag:

Intermediary market

Market
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06 Aug 2020

Raymond James misses the mark

The US regional broker-dealer took a 34% hit in its third quarterly...

Regulation
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11 Nov 2019

UBS to compensate investors after HK watchdog fine

The Hong Kong Securities and Futures Commission (SFC) has reprimanded...

Market
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13 Jun 2019

Raymond James: Platforms will help us move to the next level

The US investment banking firm is seeking to leverage Simon Markets to...

Products
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12 Jun 2019

RJ boosts annuities range, deploys Simon for structured notes

US investment banking company Raymond James notes that every time the...

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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18 Mar 2019

Investec brings all products under one roof, targets intermediaries

The South African bank has rolled out a dedicated service for...

Products
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07 Mar 2019

Feature: The fund wrapper makes a comeback (part 2)

In the second instalment of a two-part article, SRP looks at the...

Products
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06 Mar 2019

Feature: The fund wrapper makes a comeback

The fund wrapper is gaining traction as a delivery vehicle for...

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...

Products
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30 Jan 2019

Investec partners with UK insurer to deliver structured deposits via funds

VitalityInvest expands retirement range with new funds investing in...

Products
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28 Jan 2019

Reyker goes beyond white labels, enters structured funds arena

The UK structured products distributor seeks to capitalise on...