Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

Early-stage companies often rely on Simple Agreements for Future Equity (SAFEs) and convertible promissory notes to raise capital either prior to a company's first priced preferred equity round, or to ...

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 ...

Structured notes are a complex form of debt that were previously reserved for institutions and ultra-wealthy individuals who had five figures to lay down. But technology has put these products within ...

Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees. Talk to ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

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 ...

Alternative investment platform CAIS has launched a new division that will bring together all its existing structured investment products and provide end-to-end services for independent advisors who ...