Advisor Insights
Buffered ETFs vs. Structured Notes: Getting Comfortable with Key Differences and Similarities
Buffered strategies available in ETFs and Structured Notes are growing in popularity. This article breaks down the differences and similarities between Buffered ETFs and Structured Notes.
Advisor Insights
Structured Products For Risk Management
Risk management expert, Brian Stutland, discusses how structured products can be an effective hedge against market risks.
Advisor Insights
Jason Barsema discusses how Structured Notes can be an effective way to hedge investments during an election year.
Advisor Insights
LISTEN: Alex Rabinovich Joins The Weighing Machine Podcast To Talk Defined Outcome Investing
Listen to the full episode: ORIGINAL CONTENT PROVIDED BY: The Weighing Machine Podcast This week on the Weighing Machine Podcast hosts, Rusty Vanneman and Robyn Murray from Orion talk with…
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.
Advisor Insights
2024 Is Off To A Quick Start. Structured Notes May Help Clients Stick To This Year’s Financial Plan
Structured Notes can be an effective investment for helping clients manage market good and bad moments.
Advisor Insights
LISTEN: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
Click to listen to the full episode ORIGINAL ARTICLE PROVIDED BY: WealthTech Today with Craig Iskowitz Halo CEO Matt Radgowski recently discussed the transformative power of Structured Notes, seamlessly integrating…
Advisor Insights
Election Year Investing: Making the Most of Structured Notes
Since the days of George Washington, the political party in office has had little effect on market outcomes. Structured notes can help tap into market potential.
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
Structured Notes Gain Momentum with Advisors: Falling Costs and a Retail Client Focus Fosters Demand
Higher interest rates today make traditional bond investments appealing on the surface, but they fail to help investors in other real-life aspects. An increasing number of financial advisors intend to…
