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 ...

Luma Financial Technologies (“Luma”), a global platform for structured products, annuities, and life insurance solutions, today announced that InspereX , a technology-driven distributor of fixed ...

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 ...

Italian bank UniCredit said on Friday it had issued its first tokenised structured note for private investors, a week after ...

In my work forensically examining investment portfolios on behalf of endowments, foundations and pensions, I have observed an alarming trend. Increasingly, banks serving in a fiduciary capacity, such ...

Luma Financial Technologies, a Cincinnati-based alternative investment platform, and SpiderRock Advisors, a Chicago-based provider of options strategies in the wealth market, have formed a new ...

The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of Benzinga. Passive income, one of the most sought-after ...

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 ...

Private banks are stuffing structured products into client portfolios wherever the banks have discretionary authority to purchase these notes on behalf of clients – without explaining the risks and ...

A question that commonly comes my way lately is, “How can I earn a higher return on my cash and CDs?” It’s a dilemma many find themselves in with the current market environment of low interest rates ...

Here is an investment that sounds just too good: Investors get 150% of the upside of the stock market but just 90% of the downside. That is the promise of structured notes issued by companies such as ...