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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about how fintech is disrupting the financial industry in Asia. The Bank of China's investment bank subsidiary, BOCI Hong ...

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 ...

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 ...

Global structured note issuance rose 53% last year, partly driven by investors seeking customized exposure to environmental, social and governance plays. Among popular ESG investments are notes that ...

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 ...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) announces the launch today of CI Structured Premium Yield Fund (the “Fund”), a new income solution designed to deliver the enhanced ...

Are you seeking high yields but worried about the risks of BDCs and REITs? You aren’t alone. Andrew Ross Sorkin recently published an article in the New York Times’ Deal book discussing a popular Reit ...

Singapore’s largest bank is extending its blockchain strategy by offering tokenized structured notes on the Ethereum public blockchain, in a move that broadens access to complex financial products ...