Financial Products

As household debt hits $18.8 trillion, alternative equity models are turning illiquid homes into financial life rafts. But at what long-term cost?

Investors swarmed XAI Floating Rate & Alternative Income Trust's tender offer, highlighting massive demand for liquidity amid closed-end fund discount dynamics.

A new partnership bypasses BaaS middleware, allowing enterprise fintechs to issue localized corporate cards in over 40 countries without the cross-border friction.

Partners Value Split Corp. just raised $150 million. While retail investors chase a 5.30% yield, the real winner is the corporate parent extracting liquidity.

Principal Real Estate Income Fund declares a 12.17% yield, but beneath the payout lies a complex web of leverage, return of capital, and rising CMBS risk.

NYLIM expands its $304 billion private markets platform, acquiring Bow River Advisers to capture retail wealth through a $1.3 billion evergreen fund.

C1 Fund takes its mission of accessible venture capital to major investor conferences, riding the momentum of high-profile portfolio milestones and buybacks.

Zelle is sponsoring free NYC Ferry rides this October. But the bank-owned network’s real target isn't romance—it’s the small business QR payment market.

Dinari and Kakaopay Securities are bypassing legacy market friction to bring South Korean equities to the blockchain. Will this cure the Korea Discount?

Direct Federal's new checking account turns everyday debit swipes into nonprofit donations, tapping into a growing demand for values-based, frictionless banking.

Holdun Family Office calls its Bahamas departure a business decision, but regulators allege fraud and mismanagement of funds, including a failed tech fund.

As education costs soar, the humble 529 plan has evolved into a powerful strategic tool for everything from K-12 to career certifications. Here’s why.

A new partnership signals a tectonic shift in wealth management, moving from standalone products to integrated platforms built for mass personalization.

PIMCO's consistent monthly distributions are a draw for income seekers, but a deep dive reveals the critical role of return of capital, leverage, and market risk.

A new partnership pairs MarketGrader's proven research with Quorus's tech-savvy tax management, offering advisors a powerful new way to deliver customized SMAs.

Oman Air and Wizzmoni's new AI travel card isn't just about payments; it's a strategic play for customer data, ancillary revenue, and brand loyalty.

For thousands of Canada-U.S. families, the RESP is a ticking time bomb. Seemingly simple education savings are a complex U.S. tax nightmare.

Grandstand's new Rollcard aims to be the go-to debit card for high rollers, but this fintech pivot is a high-stakes bet on navigating a minefield of regulatory risks.

After a rocky Q1, Ellington Credit Company's active strategy in the volatile CLO market paid off, delivering strong returns and a blueprint for resilience.

GAMCO's GNT fund offers a tempting monthly payout, but its 'return of capital' structure begs the question: are investors getting income or just their own money back?