David Townsend sits down with Kyle Markham to explore how Structured Notes are evolving from tactical tools to strategic portfolio staples—and how Halo’s platform is helping advisors manage them at scale.
Jason Barsema sits down with Phil Johnson of Rothschild Wealth Partners to discuss how Structured Notes can provide portfolio protection and growth opportunities during market volatility.
Piton’s Kris Konrad joins What the Halo to discuss a fresh approach to generating uncorrelated income. Discover why structured notes are gaining traction and how they could reshape the way investors think about yield and diversification.
As the "alternative to alternatives," incorporating Structured Notes into client portfolios is the strategy that may set advisors apart.
When the "Mag 7" stocks seem to be the only thing working, advisors are looking to diversify with alternative growth strategies.
Nov. 14 & 21 • 1:00 pm CT