Brokers for Royal Bank of Scotland Group Plc, JPMorgan Chase & Co. and Barclays Plc are charging fees on some structured notes that equal or exceed the securities' highest possible yield, as sales of ...

A portfolio’s outcome is driven by a variety of factors on factors like commissions, time horizon, and asset classes, with strategy being a key determinant shaped by each manager’s risk tolerance.

For clients looking to maximize their savings for retirement, structured investments can be a helpful tool. Structured investments, also known as structured notes, are a combination of a bond, which ...

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 democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help ...

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 ...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) announces the launch today of CI Structured Premium Yield Fund (the “Fund”), a new income solution designed to deliver the enhanced ...

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 ...

SpiderRock Advisors and Luma Financial Technologies have partnered up to offer clients technology and analysis tools to make it easier for advisors to access structured notes along with structured ...