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

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 ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

Barx (Barclays automated real-time execution) clients can now trade equity structured notes online as well as access secondary market prices, trade ideas and research, says Barclays Capital. “As the ...

InspereX selects Luma as exclusive structured product technology available through its newly launched Aria platform, expanding product access and operational efficiency for advisors Luma Financial ...

“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 ...

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 ...

The new platform – which marks an industry first – is expected to support market participants in addressing challenges of liquidity fragmentation when trading these products. TP ICAP has launched an ...