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 ...

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 ...

“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 ...

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.

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 ...