For clients looking to maximize their savings for retirement, structured investments can be a helpful tool. Structured investments, also known as structured notes, are a combination of a bond, which ...

While the vast majority of financial advisors have incorporated liquid alternative investments into their clients' portfolios, they may be ignoring one illiquid opportunity in the current environment.

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that it will introduce the independent wealth channel to Mariner Wealth ...

Halo Investing's CEO, Matt Radgowski explains how advisors are leveraging Structured Notes – a versatile tool that may ...

JPMorgan has proposed a structured note that will allow investors to bet on the Bitcoin (BTC) price using IBIT.

The biggest investment market that no one has ever heard of can be found in structured notes, according to Jason Barsema, co-founder of Halo Investing. Previously reserved for ultra-high-net-worth ...

Question: We have over $500,000 invested with a certified financial planner (CFP) we like — most of it in very safe bonds to generate a little income. We are also into structured notes that generate ...

JPMorgan Chase has introduced a structured note linked to BlackRock's IBIT that matches BTC's four-year halving cycle.

Cerulli Associates' recent report predicts substantial growth for structured notes, debt securities linked to underlying assets, in the upcoming year, prompting advisors to take heed of this emerging ...

Inspire and Barnabas Capital partner to launch Inspire Faith Notes, the world's first biblically responsible structured notes. BOISE, Idaho, June 5, 2023 /PRNewswire/ -- Inspire Insight, a sister ...

STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today ...

“People are struggling with the categorizations of complex and non-complex instruments,” says Anders Malm, a partner with Stockholm-based law firm Oreum, which provides legal advice and services to ...