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 ...

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 ...

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 ...

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.

Luma Financial Technologies, a Cincinnati-based alternative investment platform, and SpiderRock Advisors, a Chicago-based provider of options strategies in the wealth market, have formed a new ...

“More people are paying attention to credit risk than before, so it is true that the subset of investors that are being particularly prudent has increased,” says Alberto Cherubini, head of exotic ...

Are you seeking high yields but worried about the risks of BDCs and REITs? You aren’t alone. Andrew Ross Sorkin recently published an article in the New York Times’ Deal book discussing a popular Reit ...

Banks are wrapping crypto exposure into new products that offer returns tailored to distinct risk appetites with some downside protection.

In structured products, French banks have long shown a certain savoir faire. With a rich financial engineering history and local regulations supporting complex instruments, the country’s firms have ...

The sharp rise in interest rates is driving a record amount of investor dollars into cash products and other capital protected investments like principal protected structured notes and fixed indexed ...

Simplify Asset Management has rolled out two innovative ETFs, the Simplify Barrier Income ETF (NYSE:SBAR) and the Simplify Target 15 Distribution ETF (NYSE:XV), as it extends its lineup of ...

Structured notes are linked to a reference asset, the most common being equities but they can also cover various indices, interest rates, and currency, commodity, or property markets, as a few ...