iCapital Network is buying structured notes platform Axio Financial, in a first for the alternative investments platform provider. Terms were not disclosed for the deal, but it comes just weeks after ...

Information from structured notes platform Luma Financial Technologies will now be available to Morningstar Advisor Workstation subscribers, according to a recent announcement. The two signed an ...

Question: We have over $500,000 invested with a certified financial planner (CFP) we like — most of it in very safe bonds to generate a little income. We are also into structured notes that generate ...

Hospital rethink energy infrastructure shows growing use of Energy as a Service to cut costs and boost sustainability in ...

TORONTO--(BUSINESS WIRE)--CI Financial Corp. (“CI” or the “Company”) today announced that it has successfully priced a private offering (the “Offering”) of €1.10 billion aggregate principal amount of ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, today announced that it has completed the public offering of $200 million aggregate ...

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 ...

Dear members of the Northwestern community, Northwestern has entered the new year with strong momentum behind the research, teaching and creative work of our community. As our eminence grows around ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...