Lower Interest Rates Present an Opportunity in Growth Notes
The Fed rate cut in September opens some interesting opportunities for market-linked structured notes.
Advisor Insights
Back to Basics: Making the Most of Calendars, Customs, and Tack-On Structured Notes
Halo President, Jason Barsema, joins What the Halo to discuss how advisors can make the most of ready-made, Structured Notes often called calendars. We also discuss how custom Structured Notes work and when a calendar might be preferred to a custom. Other topics include, tack-on opportunities, as well as new fixed income options.
You Earned It, Why Not Keep It: Equity Risk Management Solutions For 2024
Lou Mandia of Morgan Stanley joins What the Halo to discuss what's working in risk management today. We cover Morgan Stanley's advisor solution team and how they're helping advisors make the most of concentrated equity positions, as well as other 'champagne' problems unique to today's market environment.
The Advisors Guide To Outsourced Marketing
Lisa Graham discusses how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. We also discuss how advisors can make the most of working with an outsourced marketing agency.
LISTEN: Jason Barsema Talks Preserving Your Capital on the Animal Spirits Podcast
Listen to the full episode: On the latest episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson to discuss investing in notes structured around single stocks, the difference between hard and soft protection, what the Catapult Note is,...
2023 Structured Notes Year in Review
Structured Note upside potential, downside protection, and more are available in the 2023 year in review report.
Structured Notes for Growing and Preserving Generational Wealth
Wealth management expert Jason Howell discusses family governance and how Structured Notes can help with unique financial planning challenges.
Buffered ETFs vs. Structured Notes: Getting Comfortable with Key Differences and Similarities
Buffered strategies available in ETFs and Structured Notes are growing in popularity. This article breaks down the differences and similarities between Buffered ETFs and Structured Notes.
Structured Products For Risk Management
Risk management expert, Brian Stutland, discusses how structured products can be an effective hedge against market risks.
Investing in an Election Year
Jason Barsema discusses how Structured Notes can be an effective way to hedge investments during an election year.
LISTEN: Alex Rabinovich Joins The Weighing Machine Podcast To Talk Defined Outcome Investing
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,...
Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
2024 Is Off To A Quick Start. Structured Notes May Help Clients Stick To This Year’s Financial Plan
Structured Notes can be an effective investment for helping clients manage market good and bad moments.
LISTEN: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
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...
Election Year Investing: Making the Most of Structured Notes
Since the days of George Washington, the political party in office has had little effect on market outcomes. Structured notes can help tap into market potential.
Lower Interest Rates Present an Opportunity in Growth Notes
The Fed rate cut in September opens some interesting opportunities for market-linked structured notes.
Back to Basics: Making the Most of Calendars, Customs, and Tack-On Structured Notes
Halo President, Jason Barsema, joins What the Halo to discuss how advisors can make the most of ready-made, Structured Notes often called calendars. We also discuss how custom Structured Notes work and when a calendar might be preferred to a custom. Other topics include, tack-on opportunities, as well as new fixed income options.
You Earned It, Why Not Keep It: Equity Risk Management Solutions For 2024
Lou Mandia of Morgan Stanley joins What the Halo to discuss what's working in risk management today. We cover Morgan Stanley's advisor solution team and how they're helping advisors make the most of concentrated equity positions, as well as other 'champagne' problems unique to today's market environment.
The Advisors Guide To Outsourced Marketing
Lisa Graham discusses how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. We also discuss how advisors can make the most of working with an outsourced marketing agency.
LISTEN: Jason Barsema Talks Preserving Your Capital on the Animal Spirits Podcast
Listen to the full episode: On the latest episode of Animal Spirits, Jason Barsema joins Michael Batnick and Ben Carlson to discuss investing in notes structured around single stocks, the difference between hard and soft protection, what the Catapult Note is,...
2023 Structured Notes Year in Review
Structured Note upside potential, downside protection, and more are available in the 2023 year in review report.
Structured Notes for Growing and Preserving Generational Wealth
Wealth management expert Jason Howell discusses family governance and how Structured Notes can help with unique financial planning challenges.
Buffered ETFs vs. Structured Notes: Getting Comfortable with Key Differences and Similarities
Buffered strategies available in ETFs and Structured Notes are growing in popularity. This article breaks down the differences and similarities between Buffered ETFs and Structured Notes.
Structured Products For Risk Management
Risk management expert, Brian Stutland, discusses how structured products can be an effective hedge against market risks.
Investing in an Election Year
Jason Barsema discusses how Structured Notes can be an effective way to hedge investments during an election year.
LISTEN: Alex Rabinovich Joins The Weighing Machine Podcast To Talk Defined Outcome Investing
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,...
Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
2024 Is Off To A Quick Start. Structured Notes May Help Clients Stick To This Year’s Financial Plan
Structured Notes can be an effective investment for helping clients manage market good and bad moments.
LISTEN: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
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...
Election Year Investing: Making the Most of Structured Notes
Since the days of George Washington, the political party in office has had little effect on market outcomes. Structured notes can help tap into market potential.