“Participation in risky assets with limited downside”? Sign me up! This is the kind of pitch I have been seeing for structured notes: investment products with predefined returns linked to some ...

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, ...

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 ...

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 ...

Are Structured Notes the Right Investment for You? Are you considering investing in structured notes but aren’t sure where to start? The latest episode of the WealthBT should be on your must-listen ...

CHICAGO, July 24, 2025 (GLOBE NEWSWIRE) -- Advisors are seeking investment opportunities to strengthen portfolios and manage volatility, but have historically lacked the technology to evaluate ...

AP One reason—investors asked for it. The market for structured notes is growing rapidly, but so too are the challenges for individual Advisors. More than 100 to 150 new notes are issued each week in ...