Series C funding follows 550% growth rate in 2020; Halo continues to expand into more products and channels worldwide. CHICAGO […]
Halo Investing raised over $100 Million for our Series C round—see how we’re changing the way the world invests.
In today’s markets, investors have been at the mercy of market volatility, low yields and weakened gains. Protective investing may […]
Structured notes have a longstanding reputation for being complicated, expensive, and inefficient. Have you ever wondered why? Hear from our […]
Halo Investing Expands Annuities Offerings, Adds Great American Life Insurance Company to Growing Lineup
Great American Life annuities now available on Halo’s independent digital marketplace Halo Investing (“Halo”), an award-winning platform for protective investments, […]
Market timing doesn’t work, but adding cash for rainy days does. Using the Dividend Aristocrats as a cash alternative. Last […]
View our recent webinar featuring Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing. In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.
In episode 5 of the Stay Invested podcast, Mike McDaniel, Co-Founder and Chief Investment Officer of Riskalyze joins Halo Co-Founder Jason Barsema.
Halo’s CEO and Co-Founder, Biju Kulathakal, recently joined Bank of America’s Fintech Speaker Series: Spotlight on Wealth. Watch the video for a discussion on disruption of the wealth landscape, where Halo operates in the ecosystem, and challenges faced.
Financial advisors and investors can access AIG annuities on Halo’s independent digital marketplace.
Test your knowledge of Buffered ETFs with this interactive quiz!
Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge of this flexible investment that’s now available to more investors than ever!