The latest trend sweeping through wealthtech is providing independent advisors with digital access to structured investments. But some worry they may be overly simplifying the complex, expensive and ...

Structured notes are hybrid instruments that combine a bond component with an embedded derivative component, offering unique risk management and portfolio construction options. Structured notes are ...

A question that commonly comes my way lately is, “How can I earn a higher return on my cash and CDs?” It’s a dilemma many find themselves in with the current market environment of low interest rates ...

DALLAS, TX / ACCESSWIRE / January 13, 2025 / M&A Wealth, a pioneering financial services firm, is proud to announce its initiative to provide structured note investment opportunities to everyday ...

InspereX selects Luma as exclusive structured product technology available through its newly launched Aria platform, expanding product access and operational efficiency for advisors Luma Financial ...

If you believe in bitcoin's (BTC) classic four-year cycle of dips followed by surges, JPMorgan Chase’s proposed structured note tied to the cryptocurrency could be an ideal fit for your portfolio. The ...

If you have a “structured note” in any of your investment portfolios, please read this commentary. If you don’t, congratulations – you’ve avoided an opaque, illiquid, costly, and tax-inefficient ...

The alternative investments platform, YieldStreet has just launched two new structured note portfolios to its list of investment offerings. Structured notes are hybrid securities that are issued as ...

In my work forensically examining investment portfolios on behalf of endowments, foundations and pensions, I have observed an alarming trend. Increasingly, banks serving in a fiduciary capacity, such ...

Here is an investment that sounds just too good: Investors get 150% of the upside of the stock market but just 90% of the downside. That is the promise of structured notes issued by companies such as ...

Italian bank UniCredit said on Friday it had issued its first tokenised structured note for private investors, a week after ...