What's Ahead: Clients often want what’s simple, but not at the detriment of what is effective for helping them achieve financial milestones. Halo’s Structured Note Separately Managed Accounts (SMAs) Marketplace puts the client experience at the center, offering...
What's Ahead: Halo’s new Structured Note Separately Managed Accounts (SMA) Marketplace provides advisors with the benefits of owning Structured Notes without the challenges of trade life-cycle management. Through a partnership with three asset managers, advisors...
What's Ahead: Financial planning isn’t getting any simpler, and managing unique portfolios still commands many hours from today’s typical advisor. New research underscores the benefits of outsourcing certain tasks to expert third parties. Halo introduces a new...
Higher interest rates today make traditional bond investments appealing on the surface, but they fail to help investors in other real-life aspects. An increasing number of financial advisors intend to incorporate Structured Notes into their clients’ plans over the coming year, as fixed-income market volatility persists and stock-bond correlations remain positive.
Financial advisors are becoming unhappy due to mounting administrative duties and time constraints, as the profession becomes more challenging each passing year. Solutions such as partnering with the right team to alleviate operational tasks and enhance technology can help mitigate these issues.
Listen to the full episode: On this episode of Behind the Markets, Matt Radgowski, CEO of Halo Investing, joins Jeremy Schwartz, CIO of WisdomTree, and JC Parets, Founder and Chief Strategist of All Star Charts, to discuss the latest in markets,...
Listen to the full episode: On this episode of Animal Spirits, Matt Radgowski joins Michael Batnick and Ben Carlson to discuss customizing your client's assets with Structured Notes, utilizing Notes as a portfolio hedge, Halo’s latest innovations, and more!...
Matt Radgowski, Halo CEO, discuss how the industry can help improve the financial advisor profession.
Buffered ETFs continue to gain traction as an efficient way to manage risk. This article helps advisors prepare for client questions.
Protective investment strategies may help relieve uncertainty around hitting money goals throughout an individual’s or couple’s financial life, and the advisor’s role is more valued than ever.
What's Ahead: “Perfect” can be the enemy of “good” when it comes to building and maintaining the right financial plan — even for the most emotionally stable clients. Fear and greed are the animal spirits that can lead investors down dangerous roads — this rings...
Listen to the full episode: Jason Barsema recently joined Justin Watkins on the Out of Nowhere podcast presented by Native Digital to discuss the reality of the savings crisis, a background on Structured Notes, Halo’s mission to democratize protective investments,...
What's Ahead: A new survey underscores the value of serving a specific client type, so an advisor’s productivity is maximized. While annuities and Structured Notes are commonly thought to be relegated to retirees, other types of investors can benefit too....
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...
Annuities sales are surging with rates moving higher. Advisors can now tap into this opportunity.
What's Ahead: Clients often want what’s simple, but not at the detriment of what is effective for helping them achieve financial milestones. Halo’s Structured Note Separately Managed Accounts (SMAs) Marketplace puts the client experience at the center, offering...
What's Ahead: Halo’s new Structured Note Separately Managed Accounts (SMA) Marketplace provides advisors with the benefits of owning Structured Notes without the challenges of trade life-cycle management. Through a partnership with three asset managers, advisors...
What's Ahead: Financial planning isn’t getting any simpler, and managing unique portfolios still commands many hours from today’s typical advisor. New research underscores the benefits of outsourcing certain tasks to expert third parties. Halo introduces a new...
Higher interest rates today make traditional bond investments appealing on the surface, but they fail to help investors in other real-life aspects. An increasing number of financial advisors intend to incorporate Structured Notes into their clients’ plans over the coming year, as fixed-income market volatility persists and stock-bond correlations remain positive.
Financial advisors are becoming unhappy due to mounting administrative duties and time constraints, as the profession becomes more challenging each passing year. Solutions such as partnering with the right team to alleviate operational tasks and enhance technology can help mitigate these issues.
Listen to the full episode: On this episode of Behind the Markets, Matt Radgowski, CEO of Halo Investing, joins Jeremy Schwartz, CIO of WisdomTree, and JC Parets, Founder and Chief Strategist of All Star Charts, to discuss the latest in markets,...
Listen to the full episode: On this episode of Animal Spirits, Matt Radgowski joins Michael Batnick and Ben Carlson to discuss customizing your client's assets with Structured Notes, utilizing Notes as a portfolio hedge, Halo’s latest innovations, and more!...
Matt Radgowski, Halo CEO, discuss how the industry can help improve the financial advisor profession.
Buffered ETFs continue to gain traction as an efficient way to manage risk. This article helps advisors prepare for client questions.
Protective investment strategies may help relieve uncertainty around hitting money goals throughout an individual’s or couple’s financial life, and the advisor’s role is more valued than ever.
What's Ahead: “Perfect” can be the enemy of “good” when it comes to building and maintaining the right financial plan — even for the most emotionally stable clients. Fear and greed are the animal spirits that can lead investors down dangerous roads — this rings...
Listen to the full episode: Jason Barsema recently joined Justin Watkins on the Out of Nowhere podcast presented by Native Digital to discuss the reality of the savings crisis, a background on Structured Notes, Halo’s mission to democratize protective investments,...
What's Ahead: A new survey underscores the value of serving a specific client type, so an advisor’s productivity is maximized. While annuities and Structured Notes are commonly thought to be relegated to retirees, other types of investors can benefit too....
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...
Annuities sales are surging with rates moving higher. Advisors can now tap into this opportunity.