Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...
Structured notes, also known as structured investments, are on the rise as financial advisors aim to increase returns while also aiming to mitigate risk across their clients’ portfolios. Structured ...
Structured notes were beloved by Wells Fargo bankers. The SEC warns that they are incredibly risky for the average investor. Structured notes offer investors options that are otherwise unavailable, ...
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How sales teams turn call recordings into structured CRM data with AI transcription
Discovery calls, demos, follow-ups, onboarding handoffs, all of it happens in voice. But when you open the CRM later, what do you usually see? A short summary. A few bullet points. Sometimes almost ...
Financial innovation has been a mainstay of economies for hundreds of years. Loans during ancient times, the creation of the stock market and the trading of various assets represent examples of how ...
More than ever before, lawsuits in 2023 ended with a “structured settlement.” The arrangement provides plaintiffs a long-term payout with tax and earning benefits. Premiums of $8.6 billion in 2023 ...
To eliminate downside risk and earn income off their holdings, investors have increasingly turned to a type of investment known as a structured product. Structured products come in many different ...
Many clients who move into charitable giving do so reactively—responding to requests from friends, supporting their alma mater or contributing to causes featured in the news. As their philanthropic ...
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