Structured notes offer investors options that are otherwise unavailable, but there’s reason to be wary of them. While ...

Structured notes can be used to replace existing exposures in your portfolio with a product that offers downside protection and amplified upside returns. While different complexities and risks are ...

CINCINNATI, December 03, 2025--(BUSINESS WIRE)--Luma Financial Technologies ("Luma"), a global platform for structured products, annuities, and life insurance solutions, today announced that InspereX ...

SpiderRock Advisors and Luma Financial Technologies have partnered up to offer clients technology and analysis tools to make it easier for advisors to access structured notes along with structured ...

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 ...

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 ...

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 ...

Structured investments, also known as structured notes, are a combination of a bond, which can provide downside protection, and a derivative, which provides leveraged upside benefits, allowing ...

Two new strategies, built for growth and income, give independent advisors access to fully managed structured note portfolios without the operational weight that has kept many on the ...

NewEdge Capital Group has expanded its partnership with Envestnet to make NewEdge Investment Solutions’ structured note strategies available through unified managed accounts. Financial advisors can ...

DBS Bank launched tokenized structured notes on Ethereum, expanding access to crypto-linked investment products for accredited and institutional investors. DBS, Singapore’s largest bank by assets, is ...

A veteran financial advisor with Stifel Nicolaus & Co. Inc. is facing a rash of investor complains stemming from the sale of structured notes, the performance of which is typically tied to an ...