Before analyzing the Notes, a brief overview of the issuer is in order to help judge the non-payment risk. Seeking Alpha describes PRU as (edited): Prudential Financial, Inc., together with its ...

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 ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

TORONTO--(BUSINESS WIRE)--CI Financial Corp. (“CI” or the “Company”) today announced that it has successfully priced a private offering (the “Offering”) of €1.10 billion aggregate principal amount of ...

iCapital Network is buying structured notes platform Axio Financial, in a first for the alternative investments platform provider. Terms were not disclosed for the deal, but it comes just weeks after ...

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, today announced that it has completed the public offering of $200 million aggregate ...

Information from structured notes platform Luma Financial Technologies will now be available to Morningstar Advisor Workstation subscribers, according to a recent announcement. The two signed an ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

OLD GREENWICH, Conn.--(BUSINESS WIRE)-- Ellington Financial Inc. (EFC) (the “Company”) today announced that it has priced its previously announced offering of $400 million in aggregate principal ...

TORONTO, December 02, 2025--(BUSINESS WIRE)--CI Financial Corp. ("CI" or the "Company") today announced that it intends, subject to market and other conditions, to offer and sell (the "Offering") in a ...