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

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 ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that it will introduce the independent wealth channel to Mariner Wealth ...

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--(BUSINESS WIRE)--GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced a new partnership with Halo Investing, an award-winning platform for ...

Tiger Brokers, an online brokerage firm in Singapore, has introduced a new feature on its trading app aimed at providing a streamlined experience for high-net-worth clients interested in structured ...

Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies ("Luma"), a prominent provider of structured product ...

While the vast majority of financial advisors have incorporated liquid alternative investments into their clients' portfolios, they may be ignoring one illiquid opportunity in the current environment.

First-of-its-kind regulatory approval allows Fig to pilot its ground-breaking technology platform, which promises to disrupt the existing structured notes market. EDMONTON, AB and VANCOUVER, BC, Oct.

TOPEKA, KS / ACCESSWIRE / December 11, 2024 / National investment loss and securities lawyers KlaymanToskes issues an important notice to customers of AE Wealth Management after the brokerage firm's ...

LendingClub reported solid 4Q24 earnings, but guidance came in below expectations, causing the stock to sell off after earnings. Management recently announced it received an investment grade rating on ...

NEW YORK, Aug 24 (IFR) - Structured note issuance could be set to flourish in the US as bond investors whose assets have recently been called now look to the structured note market as they step up ...