Structured investments, also known as structured notes, are a combination of a bond, which can provide downside protection, and a derivative, which provides leveraged upside benefits, allowing ...

Structured funds offer a blend of equity and fixed-income products, ensuring both capital protection and appreciation.

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 ...

Buffered notes and premium income funds underperform simple stock-cash blends while charging higher fees for basic market ...

Structured notes are a complex form of debt that were previously reserved for institutions and ultra-wealthy individuals who had five figures to lay down. But technology has put these products within ...

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 ...

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 ...

“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 ...

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 ...

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 ...

Stifel has a tab of nearly $182 million in arbitration awards and settlements related to barred broker Chuck Roberts' sales ...

Last month Stifel Nicolaus & Co. Inc. agreed to pay a $35 million penalty to settle charges with the Securities and Exchange Commission that the firm, like many of its competitors, had longstanding ...