20 Nov 2025
Steward Partners advances structured notes adoption for advisors
From zero to hundreds of millions in sales, the US$46 billion hybrid RIA is seeking to deepen its structured notes penetration three years after spliting off from Raymond James.
13 Nov 2025
Structured Investnet launches, debuts performance database
Backed by Structured Insights and FVC, the new portal aims to enhance transparency, analytics and strategy comparison tools for RIAs and wealth platforms.
16 Oct 2025
Advisors likely to hold more ETFs than mutual funds by 2026: Cerulli
A research finds advisors anticipate raising their ETF allocations to 25.5% by next year, surpassing their projected mutual fund allocations for the first time.
02 May 2025
Morgan Stanley leverages integrated portfolio solutions for independent advisors
The banking giant is fostering cross-divisional collaboration to bring institutional solutions for “underserved” independent advisors in the US.
05 Feb 2025
Fidelity hit with Finra claim over US$11.1m ETN loss
The exchange-traded note (ETN) issued by Credit Suisse has caused a loss of US$11.1m after being ‘inappropriately’ recommended by an advisor on the Fidelity brokerage platform.
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.
25 Sep 2023
SRP in brief: reach for the stars
It’s full steam ahead for the structured product market as September kicks off with dynamic activity across most markets.
18 Sep 2023
Goldman appoints head of the third-party wealth business
The US bank has launched an RIA ‘go-to-market’ strategy as it redoubles its efforts to serve this segment of the US market.