Financial advisor AUM can grow simply by engaging in conversations with clients about what they own outside of your purview. Nearly half of investors own annuities while many fee-based RIAs shy away from these products due to regulations and compensation structures. As a result, assets are left on the table.
Behavioral weakness can wreck the best laid plans, regardless of where you're at in the lifecycle. Protective investment approaches may help control for natural biases common to both the accumulation and decumulation stages.
The right tools are required for advisors to achieve scale and grow their book. Saving time, minimizing expenses, and improving client engagement are top of mind among advisors.
What's Ahead: Market volatility is driving demand for outcome-based ETFs. Buffered ETFs can offer the best of both worlds: market participation with downside risk mitigation. Timing matters: Buffered ETFs can have many portfolio applications, but careful...
The following is an excerpt from the journal of Halo friend, Brian Mayer, as he guides efforts to provide aid to victims of the conflict in Ukraine. From Lviv โ May 8th, 2022 Sometime around 2:10am today, as air raid sirens were blaring in Lviv (along with...
Nov. 14 & 21 โข 1:00 pm CT