To eliminate downside risk and earn income off their holdings, investors have increasingly turned to a type of investment known as a structured product. Structured products come in many different ...

The democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help ...

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 ...

More investment advisors are finding a place in their clients’ portfolios for structured notes, according to leading alts provider CAIS. In a statement Thursday, CAIS said it’s registered a spike in ...

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 ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, registered a surge in demand for structured notes, also known as structured investments ...

CHICAGO--(BUSINESS WIRE)--GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced a new partnership with Halo Investing, an award-winning platform for ...

DBS Bank launched tokenized structured notes on Ethereum, expanding access to crypto-linked investment products for accredited and institutional investors. DBS, Singapore’s largest bank by assets, is ...

To start, it will tokenise cash-settled crypto-link participation notes. DBS is tokenising structured notes on the Ethereum public blockchain, and will distribute these to digital exchanges and ...

A veteran financial advisor with Stifel Nicolaus & Co. Inc. is facing a rash of investor complains stemming from the sale of structured notes, the performance of which is typically tied to an ...

Update Sept. 17, 10:44 am UTC: This article has been updated to add comments from the DBS group head of trading and structuring. Singapore’s DBS Bank will launch over-the-counter (OTC) crypto options ...