Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. “I am a recent retiree and my financial advisor recommended that ...

Structured notes are hybrid instruments that combine a bond component with an embedded derivative component, offering unique risk management and portfolio construction options. Structured notes are ...

In the current economy, advisors may be struggling to find returns that can keep up with record inflation rates. With inflation over 9% as of this writing, the usual 1% to 3% may not be cutting it.

Structured notes, also known as structured investments, are on the rise as financial advisors aim to increase returns while also aiming to mitigate risk across their clients’ portfolios. Structured ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...

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 ...

The latest trend sweeping through wealthtech is providing independent advisors with digital access to structured investments. But some worry they may be overly simplifying the complex, expensive and ...

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 ...

“More people are paying attention to credit risk than before, so it is true that the subset of investors that are being particularly prudent has increased,” says Alberto Cherubini, head of exotic ...

Structured notes are linked to a reference asset, the most common being equities but they can also cover various indices, interest rates, and currency, commodity, or property markets, as a few ...