Advisor Insights
The goal of using structured notes is to build long-lasting portfolios that have the potential for durable risk-adjusted returns across a range of market conditions.
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Advisor Insights
Get Offers On Custom Structured Notes with Halo in Minutes, Not Days
Our blind auction process gathers bids and quotes from different issuers all in one place, while the competition among them arrives at a single best price.
Advisor Insights
Prospecting with New Clients? Differentiate Your Practice and Stand Out With Halo.
In just a few minutes, you can price a note built for either a risk-sensitive retired couple or an aggressive, yield-hungry younger client
Advisor Insights
2022 Structured Notes Year in Review Infographic
Structured Note upside potential, downside protection, and more are available in the 2022 year in review report.
Advisor Insights
Defined Outcome Asset Allocation & Investment Ideas with our Team of Subject Matter Experts
With Halo’s subject-matter experts by your side, you can get defined outcome asset allocation and investment ideas along with education before, during, and after the trade.
Advisor Insights
SECURE Act 2.0: What It Means for Investors
Dig into some of the key facets of the legislation bound to impact retirees and even younger individuals and families.
Advisor Insights
Layering Structured Notes For a More Effective Equity Hedge
Growth and income structured notes layered into a traditional asset allocation can be a solution to keep investors on track.
Advisor Insights
Structured Notes: A Twist on Asset Allocation and How Advisors Can Benefit
Structured notes can be easily understood by both the advisor and client, and maintain portfolio equity exposure, all while offering a level of downside protection with higher income yield.
Advisor Insights
Is There More Volatility Ahead After a Santa Claus Rally?
Investors and advisors might want to consider layering on some protective investments that can weather what could be more volatility ahead.
Advisor Insights
Want a More Resilient Portfolio? Use First-Principles Thinking
Investors that adopt first-principles investing may migrate toward an optimally diversified, simple, low-cost, liquid, and risk-conscious portfolio in the long term.
Advisor Insights
How Breakaway RIAs Benefit By Working With Halo Investing
Halo can serve as a resource for creating defined outcome strategies and other protective investment strategies. Our investment solutions can augment a fixed-income portfolio with a potentially higher yield at…
Advisor Insights
Portfolio Strategies Using a Multi-Year Guaranteed Annuity
Halo Investing offers a suite of annuities to help advisors create customized portfolio strategies for all their clients. Our OID saves RIAs time and energy so they can focus on…
Advisor Insights
Buffered ETFS for the Rest of 2022, and Beyond
Buffered ETFs are built to reduce portfolio risk, diversify a traditional asset allocation, and can even be used to put cash to work in a risk-managed way.
Advisor Insights
Personalized Financial Planning and Protective Investments Continue to Gain Prominence
Tailored plans with a human touch along with customized investment solutions with a nod toward risk management are in demand.
Advisor Insights
How Structured Products Make a Good Alternative to Alts
While today’s zoo of possible alternative investments might look enticing, there are several problems with adding so much complexity. Our ecosystem and technology bring costs down and empower advisors to…