NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that it will introduce the independent wealth channel to Mariner Wealth ...

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 ...

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

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 ...

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 ...

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

While the vast majority of financial advisors have incorporated liquid alternative investments into their clients' portfolios, they may be ignoring one illiquid opportunity in the current environment.

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 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 ...

[HONG KONG] Rich Asian investors are ploughing record money into complex stock bets that saddled them with big losses just a few years ago. Issuance of structured products linked to Hong Kong and ...