The biggest investment market that no one has ever heard of can be found in structured notes, according to Jason Barsema, co-founder of Halo Investing. Previously reserved for ultra-high-net-worth ...

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 ...

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 ...

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 ...

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 ...

InspereX selects Luma as exclusive structured product technology available through its newly launched Aria platform, expanding product access and operational efficiency for advisors Luma Financial ...

“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 ...

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 ...

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 ...

David Jannetti and family members in 2023 sued Stifel Nicolaus & Co., the broker-dealer subsidiary of Stifel Financial, claiming at least $5 million in damages related to investments 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 ...