Model Portfolios Are Under Pressure: How Structured Note SMAs Fill the Gap
The traditional 60/40 is showing its age. Discover how structured note SMAs can help advisors deliver defined outcomes across a range of client profiles.
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.
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.
HALO Stocks and the New Case for Portfolio Protection
As AI disruption reshapes markets, investors are rotating toward asset-heavy, โundisruptableโ companies known as HALO stocks.
The Future of Outcome-Based Investing: Technology, Structured Notes, and the Modern Advisor
Explore how technology and structured notes are evolving beyond traditional 60/40 portfolios to provide advisors with customizable, protective, and goal-driven investment strategies.
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.
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.
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.
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.
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?
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?
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 downside risk.
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.
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.
Positioning for Predictability: How Advisors Use Defined Outcomes to Lower Risk and Improve Portfolios
Looking for more predictable portfolio outcomes? Defined-outcome investments, like Structured Notes, can help you reshape your returns by providing downside protection in exchange for a capped upside.
Model Portfolios Are Under Pressure: How Structured Note SMAs Fill the Gap
The traditional 60/40 is showing its age. Discover how structured note SMAs can help advisors deliver defined outcomes across a range of client profiles.
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.
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.
HALO Stocks and the New Case for Portfolio Protection
As AI disruption reshapes markets, investors are rotating toward asset-heavy, โundisruptableโ companies known as HALO stocks.
The Future of Outcome-Based Investing: Technology, Structured Notes, and the Modern Advisor
Explore how technology and structured notes are evolving beyond traditional 60/40 portfolios to provide advisors with customizable, protective, and goal-driven investment strategies.
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.
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.
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.
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.
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?
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?
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 downside risk.
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.
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.
Positioning for Predictability: How Advisors Use Defined Outcomes to Lower Risk and Improve Portfolios
Looking for more predictable portfolio outcomes? Defined-outcome investments, like Structured Notes, can help you reshape your returns by providing downside protection in exchange for a capped upside.