Advisor Insights
Hedging and Monetization Strategies for Concentrated Equity Positions
A planning framework for helping clients manage stock risk, access liquidity, and retain a defined level of exposure without forcing an immediate full sale.
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Advisor Insights
The AI Revolution Steamrolls Ahead: Stocks Hit Records, Oil Falls, Eyes on Inflation
As stock-bond correlations hit multi-decade highs and equity valuations rival dot-com extremes, May's record-setting rally comes with risks investors shouldn't ignore.
Advisor Insights
How Fee-Only Advisors are Growing Their Business with Insurance in 2026
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
Advisor Insights
March Madness Market Volatility: Falling Stocks, $100 Oil, and Higher Rates
The first quarter of 2026 tested traditional diversification and exposed why investors need better tools than a simple stock-bond mix.
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
Taxes, Liquidity, and Advisor Growth For 2026
Tax season and liquidity always goes hand in hand. Ray Denis joins the show to discuss strategies for today's market.
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
Unlocking Opportunity: How Financial Advisors Can Streamline Structured Notes Investing
How modern technology platforms are helping advisors simplify structured notes, reduce operational friction, and deliver more customized client outcomes.
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
Implementing Structured Notes: A Guide To Get Started Today
It's never been easier to protect your portfolio with Structured Notes. This primer offers some simple examples, including how to analyze things.