Halo Investing offers a suite of annuities to help advisors create customized portfolio strategies for all their clients. Our OID saves RIAs time and energy so they can focus on cultivating personal relationships
Buffered ETFs are built to reduce portfolio risk, diversify a traditional asset allocation, and can even be used to put cash to work in a risk-managed way.
Tailored plans with a human touch along with customized investment solutions with a nod toward risk management are in demand.
While todayโs zoo of possible alternative investments might look enticing, there are several problems with adding so much complexity. Our ecosystem and technology bring costs down and empower advisors to seamlessly build and manage portfolios of products that have defined-investment outcomes.
Protective investments and defined-outcome strategies can help prevent investors from losing their cool when markets jump out of line.
Laddering structured notes can help offset the risk of rising market interest rates.
Halo is at the forefront of bringing inexpensive structured notes, annuities, and defined-outcome ETFs to the average investor through RIAs.
Clients are increasingly becoming more aware of fee vs. commission based models.
FinTech solutions can help ease an advisor's transition from one model to another.
Structured notes are commonly misunderstood and often mischaracterized. A structured note is simply a packaged investment, in many respects not unlike a professionally managed mutual fund.
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...
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...
Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after an individual turns 80. For couples, deferring benefits can make even more sense...
Halo Investing offers a suite of annuities to help advisors create customized portfolio strategies for all their clients. Our OID saves RIAs time and energy so they can focus on cultivating personal relationships
Buffered ETFs are built to reduce portfolio risk, diversify a traditional asset allocation, and can even be used to put cash to work in a risk-managed way.
Tailored plans with a human touch along with customized investment solutions with a nod toward risk management are in demand.
While todayโs zoo of possible alternative investments might look enticing, there are several problems with adding so much complexity. Our ecosystem and technology bring costs down and empower advisors to seamlessly build and manage portfolios of products that have defined-investment outcomes.
Protective investments and defined-outcome strategies can help prevent investors from losing their cool when markets jump out of line.
Laddering structured notes can help offset the risk of rising market interest rates.
Halo is at the forefront of bringing inexpensive structured notes, annuities, and defined-outcome ETFs to the average investor through RIAs.
Clients are increasingly becoming more aware of fee vs. commission based models.
FinTech solutions can help ease an advisor's transition from one model to another.
Structured notes are commonly misunderstood and often mischaracterized. A structured note is simply a packaged investment, in many respects not unlike a professionally managed mutual fund.
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...
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...
Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after an individual turns 80. For couples, deferring benefits can make even more sense...