Advisor Insights
The Asset Allocation Framework Advisors Are Using to Prepare Portfolios for 2026
Savvy financial advisors are using Structured Notes to get around some of the shortcomings of traditional allocation strategies. This summary helps break that down for 2026.
Advisor Insights
Demystifying the Portfolio: The Shift Toward Fully Transparent New Alternatives
As private credit risks mount, advisors are trading opaque "black box" strategies for fully transparent, defined-outcome solutions that prioritize fiduciary clarity.
Advisor Insights
Fed Watch 2026; Leadership Change, Market Whiplash, and the Private Credit Question
Private credit has had a good run, but it might be time to diversify away. A number of mounting concerns could favor structured products and managed-solutions instead.
Advisor Insights
The Flexibility Advantage: A Smarter Way to Approach Alternatives in 2026
Why flexibility may matter more than yield as advisors rethink private credit and traditional alternatives in a rapidly changing market environment.
Advisor Insights
The Case for SNIP: Why Structured Notes May Outshine Private Credit for Financial Advisors
Buffered SMAs could solve the limitations of today's buffered ETFs. Why sacrifice upside potential and creative control when you don't have to?
Advisor Insights
Why SNAP May Outshine Buffered ETFs for Advisors Seeking Flexible Risk-Managed Equity Exposure
Buffered SMAs could solve the limitations of today's buffered ETFs. Why sacrifice upside potential and creative control when you don't have to?
Advisor Insights
Buffered ETFs Cap Your Gains. Structured Note Strategies Let You Go Further
Buffered ETFs often cap upside gains, underperforming in rallies like 2025's S&P surge due to their static structure. Buffered SMAs could offer superior flexibility, customization, and growth potential while managing…
Advisor Insights
How the NewEdge SNAP & SNIP Structured Note SMA Strategies Turn Market Volatility Into Opportunity
NewEdge Structured Note SMA strategies could be an efficient way to tap into the potential behind Structured Notes, but without the hassle that regularly slows advisor adoption.
Advisor Insights
How to Unlock Uncorrelated High Income Strategies
The Piton Structured Note High Income Strategy offers financial professionals a unique approach to yield—generating income from equity volatility instead of economic growth. By leveraging single-name reverse convertible notes, this…
Advisor Insights
How to Turn Market Volatility Into Uncorrelated Income
Kris Konrad shares how Piton’s Structured High Income Strategy turns single-name equity volatility into yield—doubling the income potential of traditional high-yield ETFs.
Advisor Insights
Fixed Income Investing with an Institutional Edge: Why Intermediate Duration Works
From active management to institutional-grade precision, this article breaks down how investors can balance yield, stability, and growth in a rapidly changing market.
Advisor Insights
Personalized Fixed Income Solutions for 2025 with Piton Investment Management
Dive into two actively managed fixed income strategies tailored for today’s markets: the tactical ultra-short duration strategy and the taxable intermediate duration strategy.
Structured Notes 101
How Laddering Structured Notes Reduces Risk and Improves Portfolio Management
Many investors are familiar with the concept of fixed-income laddering. The same practice can be applied to Structured Notes to help reduce a range of risks, including reinvestment risk, interest-rate…
Advisor Insights
Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
Advisor Insights
Longevity Literacy: Helping Clients Live Out Happier Retirements
No one likes to admit it, but life expectancy is a growing concern for many households. Annuities are increasingly being used to offset some of many risks linked to living…
