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Financial advisers

Technology
Tiger Brokers enhances structured notes platform

14 Oct 2025

Tiger Brokers enhances structured notes platform

The Singaporean brokerage serving over 10 million users has added a multiple quotation feature to its wealth management platform offering access to over 10 issuers.

Technology
BlackRock adds AI-powered commentary tool to Aladdin platform

10 Oct 2025

BlackRock adds AI-powered commentary tool to Aladdin platform

BlackRock’s Aladdin Wealth platform is bringing artificial intelligence to wealth management, helping advisors turn data into personalised client insights.

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

10 Sep 2024

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

Advisors are increasingly using structured products to differentiate their business and enhance client relationships, according to the survey.

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

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 after years of subdued inertia.

Products
New distributor enters UK, counterparty pool expands

06 Mar 2024

New distributor enters UK, counterparty pool expands

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

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

10 Oct 2023

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

The Connecticut-headquartered advisor has launched a third-party investment platform to provide with access to the same strategies that the RIA uses with its own clients.

Market
Buyside view: from brokerage to advisory – shifting the focus

09 Oct 2023

Buyside view: from brokerage to advisory – shifting the focus

US advisory firm NewEdge is implementing a new approach to investing in structured notes and creating managed investment strategies using these products.

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

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 Educational Initiative at this year’s SRP Europe Awards, which were presented on 8 March in London.

Products
Ban on commissions: before the fall

17 Aug 2022

Ban on commissions: before the fall

In our second article on the likely effect of an EU-wide commission ban, Sybil Yorke probes cause and coincidence in the UK’s post-ban retail market.

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

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 foundations to grow the business and expand to other countries.

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

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 Best Educational Initiative award at this year’s SRP Americas conference 2021 in late September.

Products
Buy-side view: negative interest rates aren't off the table

14 Jul 2021

Buy-side view: negative interest rates aren't off the table

Product suitability and appropriateness are critical for the buy-side to grow the market and make structured products mainstream.