What's Ahead: Unease in conventional investment approaches is driving demand for more efficient and refined ways to tap equities and fixed income asset classes. Investment platforms have been instrumental in expanding access to new investment opportunities,...
What's Ahead: Despite significant global demand, structured notes are relatively new in the U.S. Their versatility makes them appealing for a variety of investment applications. Notes can be used to add or de-risk a portfolio. Surprisingly, notes are not nearly as...
The top 100 North America has become not only a springboard for some of tech's biggest names, but a valued and trusted tool for venture capitalists, experts and analysts predicting trends at the industry's sharpest edge. Halo Investing has been selected as a winner...
The integration enables Halo platform users to find a range of annuities to meet client retirement needs. CHICAGO – October 1, 2020 – FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, today announced...
Halo Investing has been named a finalist for WealthManagement.com's 2020 Industry Awards in the Technology: Alternative Investment Platform category. Halo Investing has been named a finalist for WealthManagement.com's 2020 Industry Awards in the Technology -...
Nov. 14 & 21 • 1:00 pm CT