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Financial advisers

People
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11 Nov 2025

RBC nabs US$1.2bn UBS team in US push

RBC Wealth Management is expanding its US reach by poaching a team...

Technology
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14 Oct 2025

Tiger Brokers enhances structured notes platform

The Singaporean brokerage serving over 10 million users has added a...

Technology
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10 Oct 2025

BlackRock adds AI-powered commentary tool to Aladdin platform

BlackRock’s Aladdin Wealth platform is bringing artificial...

Market
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10 Sep 2024

Rising use of structured products for US advisors, InspereX survey finds

Advisors are increasingly using structured products to differentiate...

Products
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07 Mar 2024

Buy-side view: portfolios are better off with at least 25% of structured products

Activity in the UK structured products market continues to pick up...

Products
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06 Mar 2024

New distributor enters UK, counterparty pool expands

The new UK distributor aims to expand adoption in the adviser...

Market
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10 Oct 2023

Buyside view (Part 2): passive investments with dynamic allocation

The Connecticut-headquartered advisor has launched a third-party...

Market
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09 Oct 2023

Buyside view: from brokerage to advisory – shifting the focus

US advisory firm NewEdge is implementing a new approach to investing...

Events
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28 Mar 2023

SRP Europe Awards 2023: Acepi – setting common standards in a credible way

Acepi has won the awards for Best Trade Association and Best...

Products
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17 Aug 2022

Ban on commissions: before the fall

In our second article on the likely effect of an EU-wide commission...

Products
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11 Nov 2021

Zest Capital: our approach is different, we don’t sell on indicative terms

The firm’s exponential growth over the last two years has provided the...

Events
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10 Nov 2021

SRP Americas Awards 2021: Zest Café adopts ‘Starbucks’ model to promote structured products

Peruvian wealth management specialist fintech Zest Capital won SRP’s...