Structured notes were beloved by Wells Fargo bankers. The SEC warns that they are incredibly risky for the average investor. Structured notes offer investors options that are otherwise unavailable, ...

Passive income, one of the most sought-after ways of making money, is a consistent income stream that requires little to no energy. Often thought of as when your money is making money, passive income ...

Many clients continue to put yield and downside protection among their long-term investment goals. Structured notes can provide either opportunity. In fact, structured notes are suited for many types ...

I will be speaking in Toronto this week at the SPiCanada 2023 conference on structured notes, a segment of the investment market that has been growing so rapidly that it’s been fascinating to watch.

Investors increasingly prefer structured notes link to exchange-traded index funds rather than the benchmarks themselves, as total assets in exchange-traded products topped $1.8 trillion for the year ...

Structured notes, a debt security tied to underlying assets, is poised for growth over the next year, according to a new report by the research and consulting firm Cerulli Associates. Advisors should ...

SPi data shows the structured note market reached $194 billion in 2024, a milestone that underscores how quickly these products are moving into broader advisor use. But as adoption accelerates, the ...

Advisors are always looking to create more diversified portfolios for their clients. It’s not just a matter of finding a balance between equities and fixed income. When looking to deliver yield while ...

DBS clients traded over US$1 billion of crypto options and structured notes in 1H2025, with trade volumes growing almost 60% q-o-q between 1Q2025 and 2Q2025. DBS Bank has announced it will tokenise ...

Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

Haselkorn & Thibaut wins $1.28M FINRA award against Fidelity over structured note losses, intensifying its investigation into Vora Wealth Management strategies. PALM ...

Flat returns for the past two to three years for both stocks and bonds and the uncertainty of what lies ahead is causing a lot of angst for investors, many of whom may be enticed to go to cash and ...