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Total notional volumes for retail structured products distributed by U.S. firms held steady (on a matched set of accounts) at nearly $60 billion annually.
Sell-side trading desks have been upended by structural and cyclical changes. It is clear to most that the previous playbook doesn’t work all that well anymore, and revisions need to be made to remain relevant and ensure growth over the next decade...
The use of commission management programs (CMPs)—commission sharing arrangements (CSAs) and client commission agreements (CCAs)—has been a topic of discussion for years. CMPs have been a valuable tool used by institutional buy-side investors to help...
This report provides detailed information from European-based convertibles investors.
This report provides detailed information from European-based equity derivatives investors.
This report provides detailed information from North American-based equity derivatives investors.
This report provides detailed information from U.S.-based retail structured products investors.
This report provides detailed information from U.S.-based convertibles investors.
Compensation report covering salary and bonus data from retail structured products investors in the U.S.
LinkedIn and Greenwich Associates conducted a study to identify how wealth managers can successfully engage HNW Millennials and Generation X along their customer journey.

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