Structured investments platform provider Simon Markets has partnered with both Envestnet and Fidelity Institutional to provide advisors with easier access to structured products, according to recent ...

Fidelity was ordered to pay $843,000 in compensatory damages to James and Tina Baldocchi and $445,000 to Kimberly Hosler and James Doorley, according to the FINRA panel’s award. The investors in both ...

Structured products, also called structured notes, are customized versions of existing investments. A recent example is this offering from Morgan Stanley MS. Sold in June 2022, the company’s ...

Traditional structured products involve multiple intermediaries such as brokers, custodians, and clearinghouses, leading to operational costs ranging from 1% to 5% of the investment value annually.