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Registered Rep.
March 1, 2008 |
The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments.   |
Financial Advisor
January 2009
Michael Sankari |
Another Way To Income Structured products can provide diversification for clients. They have their own risks, however. |
Financial Planning
June 1, 2007
Donald Jay Korn |
High Net Worth: The Next Big Thing Structured products may be difficult to define, explain and track -- yet they're touted as the next 12-figure asset class. Here's what financial advisors need to know. |
Financial Advisor
June 2006
Bruce W. Fraser |
A Hybrid Approach Structured products can round out a portfolio, but they are complicated and potentially risky. Just what are structured products and how do they work? What role, if any, could they play in your clients' portfolios? |
On Wall Street
January 1, 2009
Judith Schoolman |
5 Questions with Christopher Warren Christopher Warren, who worked at Bankers Trust, General Re, Goldman Sachs and ABN Amro before joining DWS Investments in 2006, speaks about the growing importance of retail structured products to financial advisors. |
Financial Planning
August 1, 2011
John F. Wasik |
The Hedging Game Structured products are among the most difficult product areas for new clients to understand. |
Financial Advisor
September 2007
Caren Chesler |
Unstructured Debate Structured notes offer a way for individual investors to diversify their portfolios away from traditional stocks and bonds and invest in more novel asset classes, like commodities, international equities and real estate. Here are the pros and cons. |
On Wall Street
December 1, 2008
William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
Financial Advisor
September 2010
Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
The Motley Fool
December 10, 2007
Dan Caplinger |
A No-Lose Investment? Principal-protected notes appear to offer investors the best of both worlds: a guaranteed return of principal combined with the chance to participate in gains of hot markets. Yet a close look shows that they're far from a no-lose proposition. |
The Motley Fool
November 16, 2010
Dan Caplinger |
Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver? |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
5 Questions Tom Ricketts, founder and CEO of Incapital, an investment bank that underwrites corporate bonds for individual investors that are sold by broker-dealers, talks about his corporate bond program and what makes them attractive to advisors. |
Investment Advisor
December 2009
Lewis Schiff |
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. |
Financial Advisor
July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
Registered Rep.
November 1, 2006
John Churchill |
Structured Products Equal Big Profits Structured products are flying off the shelves of U.S. brokerage firms, even if many reps and retail investors aren't sure how they work. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Registered Rep.
August 1, 2006
John Churchill |
A Structured What? What do ELKS, ASTROS, BULS, ARNs, BOXES and ComPS all have in common? They're all part of the fledgling "structured products" boom. Wirehouses and banks are marketing them as diversification tools. |
Registered Rep.
April 1, 2007 |
U.S. Warming to Structured Products Structured products are winning more fans in the U.S. Sales of the hybrid securities grew 33% in 2006, to $64 billion. What investors seem to like best about the instruments is the principal protection they offer. |
Investment Advisor
March 2008
Melanie Waddell |
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. |
Investment Advisor
March 2007
Kara P. Stapleton |
Overseas Still Appeals In 2006, investors stayed enamored of foreign markets. |
Registered Rep.
January 1, 2005
Robert S. Bernstein |
Annuity Alternatives Planners now have a powerful alternative to offer clients who desire to fund deferred-compensation plans on a tax-efficient basis, but who do not want to use variable life insurance policies and annuities. |
BusinessWeek
September 30, 2010
Zeke Faux |
Individual Investors Duped by Derivatives Wall Street is selling complex securities to yield-hungry investors who may have no idea how they work - and how risky they are. |
FDIC FYI
May 19, 2004 |
Effects of Interest Rates on Money Market Mutual Funds The prolonged low interest rate environment has pressured returns on money market mutual funds (MMMFs). Although low rates are a boon to borrowers, the opposite, of course, is true for savers. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
Registered Rep.
November 5, 2012
Diana Britton |
60 Seconds with Dean Zayed He founded Brookstone in 2006 to offer managed money capabilities to independent insurance agents. He tells us how he got involved in that area. |
On Wall Street
September 1, 2009
Bill Willis |
Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients. |
On Wall Street
September 1, 2008
Judith Schoolman |
Five Questions with Joe Kenney The chief executive of JPMorgan Private Client Services shares the key to making money for investors in the current market. |
The Motley Fool
July 8, 2004
Nathan Slaughter |
Principal Financial Pares Down Principal Financial, a leading employee benefits and retirement services firm, completed the sale of its mortgage banking unit last week to Citigroup for $1.27 billion. |
Investment Advisor
August 2007
Jeff Joseph |
The Far Reach of Subprime Woes Leveraged loans to companies are likely to be adversely affected by hedge fund losses from collateralized debt obligations. |
Commercial Investment Real Estate
Jan/Feb 2007
David A. Adkins |
Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings. |
Commercial Investment Real Estate
Sep/Oct 2007
David A. Adkins |
Best Buys Structured sales can provide profitable advantages for both purchasers and sellers of investment properties. |
Registered Rep.
December 29, 2009
Halah Touryalai |
Principal-Protected Notes Not So Protected, FINRA Says. In a regulatory notice this month, FINRA warned firms offering structured products not to overstate their level of protection or their potential returns. |
The Motley Fool
June 23, 2010
Dan Caplinger |
The Wrong Way to Protect Your Portfolio Using complex products designed to cater to your sense of fear is rarely a smart move for investors. |
On Wall Street
May 1, 2013
Cumming & Horwitz |
SEC Takes on Structured Notes Large banks need to provide better information on these complex securities sold to the wealthy, regulator says. |
Investment Advisor
May 1, 2011
Kathleen McBride |
UBS to Pay FINRA Fine and Restitution to Investors in Lehman PPNs Bank BD to pay over $10 million in fines for omissions and misleading investors |
Real Estate Portfolio
Nov/Dec 2004
Courtney Darby |
Outside the Box Equity REITS explore structured finance opportunities as mortgage REITs welcome the competition. |
Financial Advisor
May 2006
Bruce W. Fraser |
An Undiscovered Asset Class Most advisors know little about the structured settlements market, yet the dollar amounts in settlements can range into the millions of dollars, thus making them a potentially profitable niche market for wealth managers and other fee-only advisors. |
The Motley Fool
March 7, 2007
Emil Lee |
Fool on the Street: Silent but Steady Principal This overlooked financial-services company is well-positioned to compete. Investors who favor unexciting but successful companies will like Principal Financial Group. |
