Advisor Insights
Volatility Rising: Keeping Your Cool With Protective Investments
Protective investments and defined-outcome strategies can help prevent investors from losing their cool when markets jump out of line.
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Advisor Insights
Structured Products in a Rising Rate Environment
Laddering structured notes can help offset the risk of rising market interest rates.
Advisor Insights
Better Risk Management Technology With Halo
Halo is at the forefront of bringing inexpensive structured notes, annuities, and defined-outcome ETFs to the average investor through RIAs.
Advisor Insights
How Halo Helps Guide Advisors Toward a Fee-Based Future
Clients are increasingly becoming more aware of fee vs. commission based models. FinTech solutions can help ease an advisor's transition from one model to another.
Advisor Insights
How Advisors Should View Today’s Structured Notes
Structured notes are commonly misunderstood and often mischaracterized. A structured note is simply a packaged investment, in many respects not unlike a professionally managed mutual fund.
Advisor Insights
Capturing AUM Through Existing Client Annuities
Financial advisor AUM can grow simply by engaging in conversations with clients about what they own outside of your purview. Nearly half of investors own annuities while many fee-based RIAs…
Advisor Insights
Behavioral Considerations When Managing Client Stages of Life
Behavioral weakness can wreck the best laid plans, regardless of where you're at in the lifecycle. Protective investment approaches may help control for natural biases common to both the accumulation…
Advisor Insights
The right tools are required for advisors to achieve scale and grow their book. Saving time, minimizing expenses, and improving client engagement are top of mind among advisors.
Advisor Insights
The Financial Advisor’s Guide to Buffered ETFs
What’s Ahead: Buffered ETF Basics Traditional ETFs have become an important part of most investment portfolios, totaling more than $4 trillion in assets under management in the U.S. The convenience…
Advisor Insights
Annuities in a Rising Rate Environment
What’s Ahead: At long last, interest rates are on the rise. On March 16, the U.S. Federal Reserve announced that it was raising the target range for the Federal Funds…
Advisor Insights
Annuities: A Bridge to Retirement
Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after…
Advisor Insights
Refining Your Tech Stack With Halo Investing
What’s Ahead: What are your favorite things about being independent? Do you get satisfaction from helping individuals and families craft unique financial plans? Is there new-found freedom in the way…
Advisor Insights
How Advisors Benefit From Working With Halo Investing’s Outsourced Insurance Desk
What’s Ahead: An outsourced insurance desk (OID) eases the burden financial advisors face when seeking protective investments, such as annuities, for their clients. Now more than ever, investors desire assets…
Advisor Insights
Why Investors Need More Than Stocks & Bonds
What’s Ahead: In today’s markets, investors have been at the mercy of market volatility, low yields and weakened gains. Protective investing may be a way to remove some of these…
Advisor Insights
Bridging the Risk Gap With Structured Notes – Webinar Replay
Bonds have continued to generate low yields, and equity markets are near all-time highs. This creates a significant risk-gap in portfolios, especially for retirees and pre-retirees who are living longer…