"Ironlight’s collaboration with Halo reflects a shared focus on exploring how distributed ledger technology can be applied within existing market structures," said Rob McGrath, CEO of Ironlight Group ...

Luma Financial Technologies, a Cincinnati-based alternative investment platform, and SpiderRock Advisors, a Chicago-based provider of options strategies in the wealth market, have formed a new ...

Structured notes are a complex form of debt that were previously reserved for institutions and ultra-wealthy individuals who had five figures to lay down. But technology has put these products within ...

GeoWealth, a turnkey asset management platform provider, announced Thursday a partnership with another Chicago-based firm, Halo Investing—a fintech platform that enables advisors to compare, buy and ...

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that it will introduce the independent wealth channel to Mariner Wealth ...

Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees. Talk to ...

More investment advisors are finding a place in their clients’ portfolios for structured notes, according to leading alts provider CAIS. In a statement Thursday, CAIS said it’s registered a spike in ...

CHICAGO, Feb. 24, 2025 (GLOBE NEWSWIRE) -- 2024 was a good year for markets. It was an even better year for Structured Notes, with issuance surging to another record high. Halo Investing (“Halo”), an ...

While the vast majority of financial advisors have incorporated liquid alternative investments into their clients' portfolios, they may be ignoring one illiquid opportunity in the current environment.

Patterns within the wealth management sector, in Maldonado's view, contribute to recurring vulnerabilities. She notes a surge ...