Is There More Volatility Ahead After a Santa Claus Rally?
Investors and advisors might want to consider layering on some protective investments that can weather what could be more volatility ahead.
Advisor Insights
Want a More Resilient Portfolio? Use First-Principles Thinking
Investors that adopt first-principles investing may migrate toward an optimally diversified, simple, low-cost, liquid, and risk-conscious portfolio in the long term.
How Breakaway RIAs Benefit By Working With Halo Investing
Halo can serve as a resource for creating defined outcome strategies and other protective investment strategies. Our investment solutions can augment a fixed-income portfolio with a potentially higher yield at a reasonable cost.
Portfolio Strategies Using a Multi-Year Guaranteed Annuity
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 for the Rest of 2022, and Beyond
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.
Personalized Financial Planning and Protective Investments Continue to Gain Prominence
Tailored plans with a human touch along with customized investment solutions with a nod toward risk management are in demand.
How Structured Products Make a Good Alternative to Alts
While today’s 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.
Volatility Rising: Keeping Your Cool With Protective Investments
Protective investments and defined-outcome strategies can help prevent investors from losing their cool when markets jump out of line.
Structured Products in a Rising Rate Environment
Laddering structured notes can help offset the risk of rising market interest rates.
Better Risk Management Technology With Halo
Halo is at the forefront of bringing inexpensive structured notes, annuities, and defined-outcome ETFs to the average investor through RIAs.
How Halo Helps Guide Advisors Toward a Fee-Based Future
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.
How Advisors Should View Today’s Structured Notes
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.
Capturing AUM Through Existing Client Annuities
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 Considerations When Managing Client Stages of Life
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.
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.
Is There More Volatility Ahead After a Santa Claus Rally?
Investors and advisors might want to consider layering on some protective investments that can weather what could be more volatility ahead.
Want a More Resilient Portfolio? Use First-Principles Thinking
Investors that adopt first-principles investing may migrate toward an optimally diversified, simple, low-cost, liquid, and risk-conscious portfolio in the long term.
How Breakaway RIAs Benefit By Working With Halo Investing
Halo can serve as a resource for creating defined outcome strategies and other protective investment strategies. Our investment solutions can augment a fixed-income portfolio with a potentially higher yield at a reasonable cost.
Portfolio Strategies Using a Multi-Year Guaranteed Annuity
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 for the Rest of 2022, and Beyond
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.
Personalized Financial Planning and Protective Investments Continue to Gain Prominence
Tailored plans with a human touch along with customized investment solutions with a nod toward risk management are in demand.
How Structured Products Make a Good Alternative to Alts
While today’s 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.
Volatility Rising: Keeping Your Cool With Protective Investments
Protective investments and defined-outcome strategies can help prevent investors from losing their cool when markets jump out of line.
Structured Products in a Rising Rate Environment
Laddering structured notes can help offset the risk of rising market interest rates.
Better Risk Management Technology With Halo
Halo is at the forefront of bringing inexpensive structured notes, annuities, and defined-outcome ETFs to the average investor through RIAs.
How Halo Helps Guide Advisors Toward a Fee-Based Future
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.
How Advisors Should View Today’s Structured Notes
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.
Capturing AUM Through Existing Client Annuities
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 Considerations When Managing Client Stages of Life
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.
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.