NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that it will introduce the independent wealth channel to Mariner Wealth ...

Luma Financial Technologies, a Cincinnati-based alternative investment platform, and SpiderRock Advisors, a Chicago-based provider of options strategies in the wealth market, have formed a new ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, registered a surge in demand for structured notes, also known as structured investments ...

CHICAGO, Feb. 24, 2025 (GLOBE NEWSWIRE) -- 2024 was a good year for markets. It was an even better year for Structured Notes, with issuance surging to another record high. Halo Investing (“Halo”), an ...

While the vast majority of financial advisors have incorporated liquid alternative investments into their clients' portfolios, they may be ignoring one illiquid opportunity in the current environment.

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 ...

Stifel has a tab of nearly $182 million in arbitration awards and settlements related to barred broker Chuck Roberts' sales ...

For clients looking to maximize their savings for retirement, structured investments can be a helpful tool. Structured investments, also known as structured notes, are a combination of a bond, which ...

About Barnabas Capital, LLC: Barnabas Capital is a financial services company specializing in structured notes, registered index linked annuities, and variable life insurance. The company provides ...

Pine Wealth Solution Securities, a subsidiary of One Asset Management, warns of heightened volatility in equities in 2026, ...

[HONG KONG] Rich Asian investors are ploughing record money into complex stock bets that saddled them with big losses just a few years ago. Issuance of structured products linked to Hong Kong and ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...