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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. |
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. |
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
June 2007
Susan L. Hirshman |
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. |
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
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. |
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 Planning
February 1, 2011
Donald Jay Korn |
Back to Normal Financial planners might not have to master the minutiae of convertibles securities. But they should know if a convertibles fund is more likely to act like stocks or like bonds. |
The Motley Fool
April 22, 2010
Alex Dumortier |
Which Bank Will the SEC Hit Next? As the agency continues to examine comparable transactions to the ABACUS 2007-AC1 CDO at the heart of its complaint against Goldman, banks are no doubt legitimately concerned whether they could be next in the SEC's crosshairs. |
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 Planning
March 1, 2008
Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
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. |
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
June 2, 2010
Dan Caplinger |
These Investments Are No Free Lunch Extra yield may be worth the risk in some cases, but be sure you know what you're getting into. |
The Motley Fool
February 18, 2009
Dan Caplinger |
An Investment for All Markets Wouldn't you like to find some way to have the protection that bonds have provided throughout the bear market while still retaining some of the upside of stocks? Convertible securities offer the best of both worlds. |
The Motley Fool
October 4, 2007
Matt Koppenheffer |
A Big Gulp for Big Banks? Is it possible that some big banks are writing off more than they need so that results in future periods can look better? |
The Motley Fool
August 30, 2010
Dan Caplinger |
Forget Treasuries. Buy Convertibles Instead. Convertible securities combine attractive elements of bonds and stocks. Are they for you? |
The Motley Fool
December 23, 2009
Dan Caplinger |
The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle. |
The Motley Fool
May 11, 2009
Dan Caplinger |
How to Be Bullish Without Being Stupid One type of investment can give you a chance to earn profits if the market continues going up, but without the full exposure to stock losses if the economy turns south once more. |
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. |
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. |
The Motley Fool
December 12, 2011
Dan Caplinger |
Yet Another Goldman Investment You Shouldn't Buy Equity-linked CDs aren't what you think. |
The Motley Fool
November 25, 2009
Alex Dumortier |
Are Government Bonds the New Subprime? Unfortunately for government bond investors (and taxpayers), it's possible -- useful, even -- to make the comparison between government bonds and subprime assets. Here's why, and what investors should do about it. |
The Motley Fool
September 16, 2008
Alex Dumortier |
Wall Street's $70 Billion Facade In the wake of Lehman Brothers' failure this weekend, 10 major banks, including the remaining investment banks, are creating a $70 billion fund that any one of the participants can borrow from in a crunch. |
BusinessWeek
November 19, 2007
Goldstein & Henry |
On the Subprime Endangered List Which CEO will be catching subprime heat next now that Citigroup's Chuck Prince is out? Bear Stearns' Jimmy Cayne may be vulnerable. |
The Motley Fool
July 14, 2009
Matt Koppenheffer |
Nothing's Changed in Banking The recent upending of the financial world seems to have yielded few results. |
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
April 7, 2010
William D. Cohan |
The End of Wall Street? The sad truth is that Wall Street is much the same as it was before; it's Main Street that may never be the same again. |
The Motley Fool
May 28, 2008
Tom Hutchinson |
Goldman Sachs Takes the High Ground The investment bank threatens to leave an international group over a proposed rule change for accounting. |
The Motley Fool
September 20, 2006
Alex Dumortier |
Morgan Makes It Four of a Kind The investment bank has no trouble keeping pace with its peers. Investors, take note. |
The Motley Fool
September 3, 2009
Dan Caplinger |
Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it. |
The Motley Fool
August 16, 2006
Alex Dumortier |
No Swiss Miss at UBS The world's largest wealth manager, UBS AG, reported second-quarter earnings that pleased shareholders. Are there any clouds that threaten this Swiss banker's sunny day? |
Entrepreneur
August 2006
Dian Vujovich |
The Best of Both If variety is the spice of life, diversification is the spice of the mutual fund arena. If it's spice you want, you may consider a convertible securities fund. |
Registered Rep.
January 1, 2006
Stan Luxenberg |
Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds. |
The Motley Fool
November 3, 2009
Dan Caplinger |
The Winning Recipe for Your Portfolio If you want to be successful, here's what you need. |
The Motley Fool
February 4, 2009
Ivan Martchev |
The Truth Behind Treasuries' Lousy January T-Bonds held strong while stocks collapsed -- until last month. What happened? |
The Motley Fool
August 9, 2010
Alex Dumortier |
Top 5 Banks: Long-Term Buy or Short-Term Sell? Banks are prepared for a slowdown. Are you? |
Investment Advisor
December 2009
Lewis Schiff |
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. |
The Motley Fool
June 21, 2006
Stephen D. Simpson |
Morgan Stanley's Mighty Swing The investment bank knocks results out of the park. Can it last? Investors, take note. |
Registered Rep.
September 1, 2005
Stan Luxenberg |
Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record. |
BusinessWeek
July 25, 2005
Stanley Reed |
How They Handled My $15 Million UBS offered broadly diversified packages, tailored to client's tax needs. |
Financial Planning
October 1, 2010
Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
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. |
The Motley Fool
April 22, 2010
Matt Koppenheffer |
If You're Not Scared of Big Banks, You're Not Looking Hard Enough First-quarter bank earnings may look good, but they could be hiding danger. |
The Motley Fool
December 14, 2009
Dan Caplinger |
It's Still Smart to Own These Stocks There's reason to be cautious, but dividend paying stocks are worth the risk. |
The Motley Fool
August 13, 2008
Alex Dumortier |
Is UBS Calling the End of Universal Banks? UBS is reversing its "one bank" strategy by giving increased autonomy to its three businesses: Investment Banking, Wealth Management, and Asset Management. |
The Motley Fool
November 4, 2008
Alex Dumortier |
The Market Is Wrong on UBS UBS appears to have turned the corner in restoring investor confidence, but do fundamentals back this up? |
The Motley Fool
July 28, 2010
Dan Caplinger |
The Right Way to Balance Stock Risk Stocks may be the investment that will make you rich. But once you've saved up a decent nest egg, you'll need other investments to help you stay rich. |
The Motley Fool
November 25, 2011
Shubh Datta |
Another Investment Bank Chops and Changes UBS looks to shed its investment banking business. |
