Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche to ...

Alternative investments do not correlate with the stock market and can produce gains when the overall market is down. Structured notes are one of the available alternative investments. These ...

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 ...

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 ...

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 ...

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 ...

I always tell people to Google “structured notes” to see what comes up. The first page of search results is filled with FINRA warnings, stories of complexity, high fees and a lack of liquidity and ...

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 ...

“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, also known as structured investments, are on the rise as financial advisors aim to increase returns while also aiming to mitigate risk across their clients’ portfolios. Structured ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...