Halo Appoints Matt Radgowski as the New CEO
We are excited to be working with some of the most established institutional asset managers in the defined-outcome investing landscape.
Author: Halo Investing
Slam Dunk Strategies: Guarding Clients With a Protective Investment Game Plan
What's Ahead: There are more retail investors than ever, as evidenced by a recent survey that found growing participation in the stock market. Risks are greater than ever for individuals without a financial strategy or money coach. Just like any quality sports...
Annuity Sales Are Surging: Advisors, Now Is the Time to Act
Annuities sales are surging with rates moving higher. Advisors can now tap into this opportunity.
Health Care Inflation Expected to Hit Retirees Hard. Here’s a Way to Help Mitigate Financial Risks
Annuities can help buffer against the risk of outliving one’s assets, and we spotlight one guaranteed-income product advisors can harness to add value.
LISTEN: Jason Barsema Talks Upside & Downside Customization on The Animal Spirits Podcast
Listen to the full episode: On this episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson for a third time to discuss how structured notes are made, counter-party risk during banking crises, customizing structured notes, and much more!...
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Essential Strategies for Winning High Net Worth Clients in 2025
Nov. 14 & 21 • 1:00 pm CT