Raising capital for a lower-middle market business is tricky and always has been. Not quite large enough to grab institutional lenders’ attention, yet not small enough to not need a good chunk of ...

Halo’s co-founder and president Jason Barsema tells InvestmentNews that these investment vehicles are moving from niche 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 ...

Structured investments platform provider Simon Markets has partnered with both Envestnet and Fidelity Institutional to provide advisors with easier access to structured products, according to recent ...

Structured investments, also known as structured notes, are a combination of a bond, which can provide downside protection, and a derivative, which provides leveraged upside benefits, allowing ...

Economic uncertainty is nothing new. Financial professionals around the world are accustomed to weathering periods of market volatility, intervention by global central banks, talks of impending ...

Envestnet, Inc. (NYSE: ENV) announces that it is teaming up with SIMON Markets LLC in order to provide access to, and the management of structured investments that can offer income and protection ...

Changes are afoot in the structured investments arena, with increased transparency and clearer fee structures. But is sentiment changing? Benjamin Levy reports. Structured products have suffered off ...

NEW YORK, May 5, 2021 /PRNewswire/ -- Today, Structured Products Consulting Group, LLC ("SPCG") inked their seventh collaboration agreement to round out a suite of risk management and income solutions ...

New York, USA, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Watermark Investments today announced the launch of a new structured advisory framework designed to guide capital allocation across initial public ...