8h
Annexus: looking beyond passive benchmarks in annuity design
The annuity designer has combined independent academic research, a timer-based S&P 500 strategy and an actively managed mutual fund to broaden the investment choices available through indexed annuities.
12h
Vestmark and Allspring partner on model portfolios
Vestmark and Allspring Global Investments have partnered to help financial advisers build and manage personalised, tax-aware portfolios.
13h
Fiduciary model remains bedrock of RIA growth: Schwab study
A survey of 1,235 independent advisors found referrals and exceptional service are expected to be the leading growth drivers, alongside continued investment in technology and wealth solutions.
13h
Marex clears first institutional event contract on Kalshi
Marex has cleared its first event contract transaction for an institutional client on Kalshi, marking its entry into institutional clearing for regulated event contracts.
14h
Dynamic introduces three ETF series of flagship options-driven mutual fund
The three exchange-traded fund (ETF) series offer investors access to its options-based investment strategy.
15h
XFunds launches value ETF with options-based income strategy
The actively managed exchange-traded fund (ETF) combines US value stocks with options strategies aimed at generating additional income.
16h
VanEck launches emerging markets inflation bond ETF
The exchange-traded fund (ETF) invests in inflation-linked government bonds outside the US, with a focus on emerging markets.
18h
CJ Lawrence brings bulldog equity strategy to ETF market
The actively managed exchange-traded fund (ETF) combines a concentrated US equity portfolio with an options overlay designed to provide partial downside protection while limiting upside participation.
03 Nov 2026
GS survey: half of US insurers plan new index offerings as Rila growth rolls on
Half of respondents expect to add index offerings over the next one to two years as registered index-linked annuities remain a growth focus.
03 Nov 2026
Premialab partners with BlackRock’s Aladdin on QIS
Premialab and BlackRock’s Aladdin platform have partnered to help institutional investors manage quantitative investment strategies (QIS) alongside their wider portfolios.
02 Nov 2026
BBVA builds on Mexican growth, scales US Reg S demand and ePricer
The Spanish bank recorded strong note and warrant issuance backed by ePricer investment across its Mexican and offshore businesses.
02 Nov 2026
State Street debuts mutual fund version of SPYM ETF
The institutional share class offers the same S&P 500 exposure as SPYM and is aimed at employer-sponsored retirement plans and other eligible institutional investors.