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 ...

The brokerage industry’s self-regulator is launching a so-called sweep exam looking at how firms are handling their ...

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 ...

Cerulli Associates' recent report predicts substantial growth for structured notes, debt securities linked to underlying assets, in the upcoming year, prompting advisors to take heed of this emerging ...

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 ...

Traditional 60/40 portfolios face pressure from market volatility. Halo Investing CEO Matt Radgowski discusses how Structured Notes bridge conventional investments and alternatives. The platform's ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...

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.

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 ...

The U.S. Structured Product Market has grown steadily over the past six years. Join to hear Marc Premselaar, senior managing director of capital markets at CAIS offer his perspective on how trends in ...

In mid-May 2026, Toronto-Dominion Bank completed and announced several fixed-income offerings, added a range of complex structured notes, and saw Raymond James upgrade its rating to Outperform while ...