Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche to core.

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 ...

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 ...

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 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 ...

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.

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, registered a surge in demand for structured notes, also known as structured investments ...

InspereX selects Luma as exclusive structured product technology available through its newly launched Aria platform, expanding product access and operational efficiency for advisors Luma Financial ...

CHICAGO, Feb. 24, 2025 (GLOBE NEWSWIRE) -- 2024 was a good year for markets. It was an even better year for Structured Notes, with issuance surging to another record high. Halo Investing (“Halo”), an ...

Barclays is looking to re-establish its position as one of the top issuers of structured notes in the US following an embarrassing regulatory breach that cost the bank around £900m and forced it to ...

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 ...