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 ...

Structured notes are hybrid instruments that combine a bond component with an embedded derivative component, offering unique risk management and portfolio construction options. Structured notes are ...

Your article was successfully shared with the contacts you provided. In a previous blog entry I described the basic mechanics of structured note variable annuities (SNVAs). The products’ partial or ...

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 ...

Structured products, also called structured notes, are customized versions of existing investments. A recent example is this offering from Morgan Stanley MS. Sold in June 2022, the company’s ...

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 ...

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 ...

“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 ...