Advisor Insights
Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
Tag: Financial Planning
Advisor Insights
Looking for Yield? The Case for Structured Notes Instead of ETFs
Key Implications: The Great Bond Bear Market, which began in August 2020, accelerated the popularity of income-producing equity strategies. So-called covered-call funds have been around for many years, but as…
Advisor Insights
Longevity Literacy: Helping Clients Live Out Happier Retirements
No one likes to admit it, but life expectancy is a growing concern for many households. Annuities are increasingly being used to offset some of many risks linked to living…
Advisor Insights
Tax-Loss Harvesting and Structured Notes: A Quick Primer
As we approach the midpoint of the fourth quarter, many financial advisors will be assessing both losses and gains (given the political election next year) in their portfolios for the…
Advisor Insights
Personalizing the Client Investing Experience with Halo’s Structured Note SMA Marketplace
What’s Ahead: Investing isn’t just about growing wealth and creating financial plans to help people get on track and reach their goals. A human touch is needed. A well-constructed strategy…
Advisor Insights
Elevate Your Advisory Practice with Structured Note Separately Managed Accounts
What’s Ahead: The financial planning industry is constantly evolving. New strategies to grow client wealth seem to crop up with each market cycle and crafting tax plans that hit both…
Advisor Insights
6 Ways Separately Managed Accounts and Structured Notes Can Help You Grow Your Book
What’s Ahead: Bull markets, bear markets, a new interest rate regime, up and down inflation, significant growth in household net worth, and wholesale retirement law changes. Today’s financial advisor has…
Advisor Insights
The Pain Is Real: More Advisors Turn Dissatisfied Amid Non-Value-Add Tasks
Financial advisors are becoming unhappy due to mounting administrative duties and time constraints, as the profession becomes more challenging each passing year. Solutions such as partnering with the right team…
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
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
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
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.