North America News

SRP Americas: is education just a box-ticking exercise?

North America | Conferences

30 May 2019 by SRP News

For some, education is just an exercise to keep compliance at bay while for others it is a must have and the anchor of how a platform works. That and more was discussed during the ‘Rise of platforms in US distribution’ panel at the SRP Americas Conference 2019 on May 22 in Chicago.

SRP Americas: New types of wrappers can help issuers grow their business

North America | Conferences

29 May 2019 by Amélie Labbe

Innovation when it comes to structured product wrappers was a theme that came back multiple times during SRP’s Americas event, which took place in Chicago on May 22.

SRP Americas: Regulation is all encompassing in Europe

International | Conferences

24 May 2019 by SRP News

Key European players discussed the differences between Europe and the US, the impact of the Mifid 2 and Priips regulation on their respective markets, and how technology is helping to comply with the new regulatory requirements during the ‘View from Europe’ panel at the SRP Americas Conference 2019 on May 22 in Chicago.

SRP Americas: Technology is helping the market to move to the next level but will not replace relationships

International | Conferences

23 May 2019 by Pablo Conde

A panel of senior executives from market leading product manufacturers debated about the competitive landscape and provided insight into how the industry should address the challenges to continue growing the market during SRP’s Americas Conference 2019 on May 22 in Chicago.

Annuities: Indexed annuities post highest level of sales ever

North America | Products

22 May 2019 by Pablo Conde

Indexed annuity sales increased 24% in the first quarter of 2019, totaling US$18 billion. This is the third consecutive first quarter growth for indexed sales, according to Limra Secure Retirement Institute’s (Limra SRI) First Quarter 2019 US Retail Annuity Sales Survey.

SRP Americas Personality of the Year 2019: Larry Wilson

North America | Conferences

21 May 2019 by Pablo Conde

The Personality of the Year Award was presented to Larry Wilson at the SRP Americas Conference 2019 Awards Ceremony, which takes place on the evening of May 22 at the Renaissance Chicago Downtown Hotel. Wilson received the highest number of votes from respondents to the SRP Americas Conference Awards Survey 2019.

SRP Americas Awards - Axio Financial: the power of customisation

North America | Conferences

20 May 2019 by Pablo Conde

Axio Financial has emerged as the structured products distributor with the most consistent and highest returns in the US structured products retail market. Because of this achievement, the US firm was awarded SRP’s Best Performance, US award which was presented at SRP’s Americas Conference 2019, at The Renaissance Chicago Downtown Hotel in Chicago on May 22.

US platform adds Allianz as stakeholder in annuities push

North America | Technology

20 May 2019 by Pablo Conde

The US$12m raised by Halo are aimed at expanding its operations around the world and pursue two strategic initiatives on analytics and automation to “drastically changing the way structured products are manufactured, purchased and traded”.

EXCLUSIVE: Citi parts ways with industry stalwart

International | People

15 May 2019 by Pablo Conde

The US bank continues to phase out some of its more senior executives as its new global retail client and product strategy is implemented