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 ...

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.

Across the pond, Barclays' shares dropped 3.7% on Monday after the bank revealed it would incur an earnings loss due to issuing an excess of structured notes. The bank forecasts a £450 million ($590 ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

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 ...

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 ...

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 ...

Russian retail brokerage Finam is set to launch investment products tied to BlackRock’s iShares Bitcoin Trust ETF (IBIT), giving qualified investors in Russia exposure to spot Bitcoin ETFs for the ...

To start, it will tokenise cash-settled crypto-link participation notes. DBS is tokenising structured notes on the Ethereum public blockchain, and will distribute these to digital exchanges and ...

Stifel has been hit with a large penalty in an arbitration case stemming from a broker’s structured-notes strategy that has resulted in more than a dozen investor complaints.

Singapore’s largest bank is extending its blockchain strategy by offering tokenized structured notes on the Ethereum public blockchain, in a move that broadens access to complex financial products ...