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Our latest thinking

The Halo Journal is the industry’s only resource dedicated to improving the investment experience with protective investments.

The Future of Outcome-Based Investing: Technology, Structured Notes, and the Modern Advisor

Advisor Insights • January 29, 2026

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Demystifying the Portfolio: The Shift Toward Fully Transparent New Alternatives

Advisor Insights • January 23, 2026

Unlocking opportunity with a key through keyhold

Unlocking Opportunity: How Financial Advisors Can Streamline Structured Notes Investing

Advisor Insights • January 22, 2026

How Fee-Only Advisors are Growing Their Business with Insurance in 2025

Advisor Insights • May 15, 2025

How RBC is Bringing Tactical Innovation to Structured Products

Advisor Insights • April 24, 2025

Personalized Fixed Income Solutions for 2025 with Piton Investment Management

Advisor Insights • April 17, 2025

Structured Notes in 2025: Building Portfolios with Purpose

Advisor Insights • April 15, 2025

Navigating Market Volatility: Portfolio Protection Strategies Using Structured Notes

Advisor Insights • April 10, 2025

Tackling the Retirement Crisis: A New Path to Financial Security

Advisor Insights • April 8, 2025

Alternative Investments: Five Reasons to Consider Structured Notes Instead