Listen to the full episode: ORIGINAL CONTENT PROVIDED BY: The Weighing Machine Podcast This week on the Weighing Machine Podcast hosts, Rusty Vanneman and Robyn Murray from Orion talk with Alex Rabinovich, Global Head of Sales at Halo Investing. In this episode,...
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
Structured Notes can be an effective investment for helping clients manage market good and bad moments.
Click to listen to the full episode ORIGINAL ARTICLE PROVIDED BY: WealthTech Today with Craig Iskowitz Halo CEO Matt Radgowski recently discussed the transformative power of Structured Notes, seamlessly integrating Notes into advisor workflows, and the future of...
Contingent Income Notes are a unique variation on the vanilla Income Note because periodic coupon payments are only paid when an underlier is above the coupon barrier level on specific observation dates. Some scenarios are described below. This Note type may be ideal for investors wishing to express a mildly bullish or even slightly bearish view on an underlying index.
Nov. 14 & 21 • 1:00 pm CT