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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 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 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. |
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. |
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? |
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. |
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. |
Investment Advisor
June 2007
Susan L. Hirshman |
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. |
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. |
The Motley Fool
November 16, 2010
Dan Caplinger |
Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver? |
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. |
Financial Advisor
January 2009
Michael Sankari |
Another Way To Income Structured products can provide diversification for clients. They have their own risks, however. |
Investment Advisor
December 2009
Lewis Schiff |
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. |
HBS Working Knowledge
June 13, 2012
Maggie Starvish |
HBS Cases: A Startup Takes On the Credit Ratings Giants Moody's, Fitch, and Standard & Poor's dominated the credit ratings industry for decades. Could the recession weaken their hold? |
Investment Advisor
April 2008
Melanie Waddell |
Bond Platforms Merging The two leading corporate bond platforms, InterNotes, and Incapital, are about to merge. |
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. |
On Wall Street
October 1, 2010
Patrick McGee |
Goldman Sachs Taps Retail With Munis The storied Goldman Sachs has begun targeting the most mainstream investments for retail-buyers: municipal bonds. |
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. |
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. |
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. |
OCC Bulletin
May 19, 2004 |
Complex Structured Finance Transaction Notice of joint statement with request for public comment on the attached interagency statement concerning the complex structured finance activities of financial institutions. |
Registered Rep.
February 1, 2003
Sam Jaffe |
Corporate Debt Goes Retail Thanks to a new product called retail notes, brokers can access investment grade corporate debt for their clients in $1,000 increments. All the different pieces that go into retail notes add up to an excellent product for income-desiring individuals. |
Registered Rep.
February 1, 2005
Chris O'Leary |
Attention Shoppers Efforts to make corporate bonds more appealing to retail investors have reached a crossroads, and their ultimate success or failure now depends in large part on whether financial advisors acquire an appetite for them. |
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. |
Wall Street & Technology
April 26, 2007 |
Playing With Fire? Current risk management in financial services does not deliver the business value executives expect, according to a survey. |
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. |
Bank Systems & Technology
June 20, 2008
Paula Damiano |
Sharon Tan Joins HSBC Singapore's Trade Division As part of HSBC's growth plan for the Asia Pacific region, the London-based bank hired Sharon Tan for the newly created position of senior vice president of structured trade finance, trade and supply chain. |
HBS Working Knowledge
January 20, 2009
Julia Hanna |
Risky Business with Structured Finance Even modest imprecision in estimating underlying risks is magnified disproportionately when securities are pooled and tranched. |
Real Estate Portfolio
Nov/Dec 2004
Courtney Darby |
Outside the Box Equity REITS explore structured finance opportunities as mortgage REITs welcome the competition. |
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.
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. |
The Motley Fool
December 3, 2009
Matt Koppenheffer |
The Greatest Trick the Bankers Ever Pulled How do we get banks to get back to accurately pricing risk? By attacking the problem from multiple angles. |
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. |
