Advisor Insights
Empowering Advisors for Growth and Client Success
Matt Radgowski, Halo CEO, discuss how the industry can help improve the financial advisor profession.
Advisor Insights
Advisor Insights
Buffered ETFs Thriving in 2023’s Bull Market: Essential Insights for Advisors
Buffered ETFs continue to gain traction as an efficient way to manage risk. This article helps advisors prepare for client questions.
Advisor Insights
Investors Seek Advisors Who Go Beyond the Numbers
Protective investment strategies may help relieve uncertainty around hitting money goals throughout an individual’s or couple’s financial life, and the advisor’s role is more valued than ever.
Advisor Insights
Unleashing Behavioral Strategies and the Power of Protective Investments
What’s Ahead: There’s a never-ending supply of hot new investment ideas flooding advisors’ inboxes. Some of them are legit, grounded in empirical evidence with robust back-tested success. Many indeed have…
Advisor Insights
LISTEN: Jason Barsema Discusses Creating Protective Investment Opportunities
Listen to the full episode: Jason Barsema recently joined Justin Watkins on the Out of Nowhere podcast presented by Native Digital to discuss the reality of the savings crisis, a…
Advisor Insights
Protective Investments Can Help Accelerate Advisor Growth with a Niche. Here’s How:
What’s Ahead: One of the major trends in the advisory industry over the past decade-plus is the niche concept. The notion of focusing on a seemingly small subset of the…
Advisor Insights
Slam Dunk Strategies: Guarding Clients With a Protective Investment Game Plan
What’s Ahead: A recent Gallup poll found that a rising percentage of Americans are investing in the stock market. That’s great news for advisors who want to see people grow…
Advisor Insights
Annuity Sales Are Surging: Advisors, Now Is the Time to Act
Annuities sales are surging with rates moving higher. Advisors can now tap into this opportunity.
Advisor Insights
Health Care Inflation Expected to Hit Retirees Hard. Here’s a Way to Help Mitigate Financial Risks
Annuities can help buffer against the risk of outliving one’s assets, and we spotlight one guaranteed-income product advisors can harness to add value.
Advisor Insights
LISTEN: Jason Barsema Talks Upside & Downside Customization on The Animal Spirits Podcast
Listen to the full episode: On this episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson for a third time to discuss how structured notes are made,…
Advisor Insights
Retirees Don’t Grasp Longevity Risk, Advisors Can Change This
What’s Ahead: Among the most important duties of a fiduciary financial advisor is educating clients on the biggest retirement risks. Unfortunately, so many investors still see an advisor’s role as…
Advisor Insights
Why Structured Notes for Yield
Relative to many popular high yield investments, Structured Notes may be able to produce similar but better risk-adjusted results.
Advisor Insights
Biju Kulathakal, Halo CEO and Co-Founder, featured in Kiplinger
By incorporating structured notes in a portfolio, advisers can better help clients stick to their short- and long-term planning goals and secure a brighter financial future.
Advisor Insights
You Should be Diversifying by Investment Vehicle, Not Just Asset Class
What’s Ahead: Industry giant BlackRock recently doubled down on its recommendation that investors abandon the traditional 60/40 stock and bond allocation. In a new era of higher interest rates, stubborn…
Advisor Insights
Buffered ETFs Gaining Ground: Comparing Risk-Reduction Strategies
What’s Ahead: Investors have caught a reprieve so far this year. The S&P 500 has been delivering solid gains, while overseas stocks have offered a boon to globally diversified portfolios.…