The partnership combines WisdomTree's asset allocation expertise with Halo's structured notes for defined outcome investing ...

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, today announced that it will introduce the independent wealth channel to Mariner Wealth ...

Citi has issued its first digitally native structured note on Euroclear’s Digital Financial Market Infrastructure platform.

Citigroup Inc. (NYSE:C) is one of the best stocks for 20 years. On March 9, Citi successfully issued its first digitally native structured note via Euroclear’s Digital Financial Market ...

Citi has issued the first digitally native structured note on Euroclear’s Digital Financial Market Infrastructure (D-FMI) platform. It is also the first of its kind to be offered within the wealth ...

Structured notes are a complex form of debt that were previously reserved for institutions and ultra-wealthy individuals who had five figures to lay down. But technology has put these products within ...

(NYSE: WT), a global financial innovator, and Halo Investing, Inc. (“Halo”) today jointly announced the official launch of the Halo-WisdomTree Structured Income Strategy, a first-of-its-kind defined ...

I always tell people to Google “structured notes” to see what comes up. The first page of search results is filled with FINRA warnings, stories of complexity, high fees and a lack of liquidity and ...

Building a successful business can create significant wealth, but it can also create financial complexity that's difficult to ...