“Participation in risky assets with limited downside”? Sign me up! This is the kind of pitch I have been seeing for structured notes: investment products with predefined returns linked to some ...

The democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help ...

As investors seek investments that produce strong income in today’s climate of historically low interest rates and yields, where should they turn? Advisors who are working out income allocations for ...

What a year this has been for the markets. It was the fastest drop in the stock market—of over 30 percent—in the history of the modern stock market, even eclipsing the Great Depression. With rates at ...

Are Structured Notes the Right Investment for You? Are you considering investing in structured notes but aren’t sure where to start? The latest episode of the WealthBT should be on your must-listen ...

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 ...

New portfolio tool helps advisors evaluate Structured Notes, simulate risk, and communicate impact CHICAGO, July 24, 2025 (GLOBE NEWSWIRE) -- Advisors are seeking investment opportunities to ...

DBS clients traded over US$1 billion of crypto options and structured notes in 1H2025, with trade volumes growing almost 60% q-o-q between 1Q2025 and 2Q2025. DBS Bank has announced it will tokenise ...

Structured products, also called structured notes, are customized versions of existing investments. A recent example is this offering from Morgan Stanley MS. Sold in June 2022, the company’s ...

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 ...

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 ...

To start, it will tokenise cash-settled crypto-link participation notes. DBS is tokenising structured notes on the Ethereum public blockchain, and will distribute these to digital exchanges and ...