Retention With Technology
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.
Author: Halo Investing
The Financial Advisor’s Guide to Buffered ETFs
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...
A Letter from Lviv
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 – May 8th, 2022 Sometime around 2:10am today, as air raid sirens were blaring in Lviv (along with...
Annuities in a Rising Rate Environment
What's Ahead: Lifetime income, a hedge against longevity risk, and potential tax benefits. Modern annuities can address numerous planning challenges. Commission free annuities in particular are proving advisor-friendly. An outsourced insurance desk (OID) makes it...
Why Structured Notes Are a Vehicle and Not an Asset Class
What's Ahead: Debating what's an asset class can be fun, but is often a distraction. More accurately, a structured note is a different, and often more efficient, way access asset classes most investors are familiar with. By getting beyond conventional ways of...
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