18 Feb 2026
Wedbush: structured products fuel new thematic ETF wave
ETFs are shifting from short-term proxies to core portfolio...
23 Sep 2025
Tilt raises new funds to enable AI-powered direct indexing
The new fintech is targeting investors seeking to build their own...
28 Jul 2025
Latest: Halo rolls out portfolio tool, Spain’s regulator heightens structured deposit monitoring
New functionality is targeted at advisors seeking to evaluate...
02 May 2025
Morgan Stanley leverages integrated portfolio solutions for independent advisors
The banking giant is fostering cross-divisional collaboration to bring...
04 Feb 2025
Latest: Bloomberg rolls out risk control index series with RBC
Also: Delta Capita and HSBC enter deal for OTC derivatives services;...
28 May 2024
Buy-side: new Swiss entrant aims at leveraging old private banking values
The new Swiss investment services startup, founded in 2023, is seeking...
28 Mar 2024
SRP Europe 2024: matching investor needs with manager's market views
On the second day of the SRP Europe 2024 Conference, a senior...
25 Mar 2024
SRP in brief: an eventful week
A key highlight of the past week was the 21st edition of the SRP...
01 Jun 2023
Ai for alpha: issuers are using machine learning solutions to develop new products
The artificial intelligence (AI) revolution is upon us and the...
22 Nov 2022
UBS: MLCDs/MLNs, a good bet to outperform stocks and bonds
The Swiss bank believes these products can be especially effective as...
19 Jul 2022
iCapital: we want advisors think holistically about portfolio alternatives
The deal includes the acquisition of Simon Markets, the platform’s...
07 Apr 2022
SRP Europe 2022: autocalls in portfolio construction
At the SRP Europe Conference 2022, four panelists discussed their...