2026-10-22
Structured notes moved from private-bank bespoke investments to a broader market as minimums fell, pricing became more competitive, and defined outcomes became easier to hold across custodial platforms.
2026-10-14
Private markets are moving from an institutional allocation to a core wealth-management decision, with product design, liquidity terms and manager selection now central to portfolio fit.
2026-09-30
Bonds can cushion growth-driven drawdowns, but rate shocks can push stocks and bonds down together. The safety of fixed income depends on the regime, not on a permanent diversification rule.