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 ...

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 ...

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 ...

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 ...

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 ...

Inspire and Barnabas Capital partner to launch Inspire Faith Notes, the world's first biblically responsible structured notes. BOISE, Idaho, June 5, 2023 /PRNewswire/ -- Inspire Insight, a sister ...

Tiger Brokers, an online brokerage firm in Singapore, has introduced a new feature on its trading app aimed at providing a streamlined experience for high-net-worth clients interested in structured ...

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 ...

Many fiduciaries have greatly expanded the types of investments they use in portfolios, thanks to the freedom afforded by widespread adoption during the past two decades of both the Uniform Prudent ...

Stifel has paid nearly $182 million in arbitration awards and settlements stemming from the sales of structured notes by a ...

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 ...