Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche to core.
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 ...
The popularity of structured products associated with the S&P 500 Futures Excess Return Index, often denoted by the ticker SPXFP, has skyrocketed. Last year, issuance increased by 48% to $3.5 billion, ...
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 ...
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 ...
The Securities and Exchange Commission charged registered broker/dealer First Horizon Advisors. with a Regulation Best Interest violation related to the firm’s recommendations of a type of structured ...