Private banks are stuffing structured products into client portfolios wherever the banks have discretionary authority to purchase these notes on behalf of clients – without explaining the risks and ...

Products known as accumulators — which make their holders continuously buy stocks at preset levels — and fixed-coupon notes that offer monthly returns are particularly popular. The revival coincides ...

In my work forensically examining investment portfolios on behalf of endowments, foundations and pensions, I have observed an alarming trend. Increasingly, banks serving in a fiduciary capacity, such ...

The new Aria portal pulls in technology from Luma and SUBSCRIBE as advisors look to streamline workflows across public and ...

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The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of Benzinga. Passive income, one of the most sought-after ...

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.

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 ...

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)--Yieldstreet, a leading digital alternative investment platform, today announced its new partnership with Luma Financial Technologies, an award-winning global multi-issuer ...

Issuance of structured products linked to Hong Kong and Singapore equities has surged 80% this year Read more at The Business ...