CAIS has introduced a capital markets division aimed at consolidating and expanding its services in defined-outcome investment strategies. The move comes amid rising demand from financial advisors for ...

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 ...

CHICAGO, Feb. 24, 2025 (GLOBE NEWSWIRE) -- 2024 was a good year for markets. It was an even better year for Structured Notes, with issuance surging to another record high. Halo Investing (“Halo”), an ...

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 ...

“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 ...

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 ...

Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees. Talk to ...

The popularity of structured products associated with the S&P 500 Futures Excess Return Index, often denoted by the ticker SPXFP, has skyrocketed. Last year, issuance increased by 48% to $3.5 billion, ...

Russian brokerage Finam will offer structured notes tied to BlackRock’s Bitcoin ETF, targeting qualified investors amid unclear crypto regulations in Russia. Russian retail brokerage Finam is set to ...