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 ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...

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 ...

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 ...

Here is an investment that sounds just too good: Investors get 150% of the upside of the stock market but just 90% of the downside. That is the promise of structured notes issued by companies such as ...

When the European Central Bank signalled that its next likely rate move would be upwards, it triggered a sharp shift in interest rate expectations. The euro swaps yield curve dramatically inverted ...

As the U.S. economy teeters on the brink of a recession, you may be wondering how you can create a retirement income portfolio that will stand the test of time. Like many other pre-retirees or ...

The “Morgan Stanley” letter provides the securities law disclosure guidance for most issuances of equity-linked registered structured notes in the U.S. market. Its provisions are often consulted in ...

DBS clients traded over US$1 billion of crypto options and structured notes in 1H2025, with trade volumes growing almost 60% q-o-q between 1Q2025 and 2Q2025. DBS Bank has announced it will tokenise ...

It's like taking candy from a baby, with sweet words like "guaranteed," "protected" and "secure." Starved for interest income, individuals are ready to devour just about anything their broker or ...

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 ...