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 ...

Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...

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 ...

SpiderRock Advisors and Luma Financial Technologies have partnered up to offer clients technology and analysis tools to make it easier for advisors to access structured notes along with structured ...

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 ...

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 ...

Are you seeking high yields but worried about the risks of BDCs and REITs? You aren’t alone. Andrew Ross Sorkin recently published an article in the New York Times’ Deal book discussing a popular Reit ...

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 ...

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 ...