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...
What's Ahead: Independence has its advantages but requires the timely process of selecting a tech stack. Specialist can help simplify the process, often improving capabilities along the way. New capabilities, such as client personalization, can greatly expand an...
What's Ahead: Demand for annuities continues to gain momentum. Ignoring client interest represents a significant missed new business opportunity. Advisors can partner with an OID, quickly easing many of the classic hurdles common to annuities. An outsourced...
What's Ahead: Investing challenges today โ risk gap between stocks & bonds Structured notes as a solution โ creating growth and income with downside protection How Halo is re-defining the market using technology as a key differentiator In todayโs markets,...
Bonds have continued to generate low yields, and equity markets are near all-time highs. This creates a significant risk-gap in portfolios, especially for retirees and pre-retirees who are living longer and need income. Structured notes can fill this gap by...
On this Episode of Animal Spirits You'll Learn: The basics of understanding structured notes. How structured notes fit into a modern portfolio. How Halo is democratizing access with industry-leading technology. Listen to the full episode Haloโs Co-founder and...
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...
What's Ahead: Independence has its advantages but requires the timely process of selecting a tech stack. Specialist can help simplify the process, often improving capabilities along the way. New capabilities, such as client personalization, can greatly expand an...
What's Ahead: Demand for annuities continues to gain momentum. Ignoring client interest represents a significant missed new business opportunity. Advisors can partner with an OID, quickly easing many of the classic hurdles common to annuities. An outsourced...
What's Ahead: Investing challenges today โ risk gap between stocks & bonds Structured notes as a solution โ creating growth and income with downside protection How Halo is re-defining the market using technology as a key differentiator In todayโs markets,...
Bonds have continued to generate low yields, and equity markets are near all-time highs. This creates a significant risk-gap in portfolios, especially for retirees and pre-retirees who are living longer and need income. Structured notes can fill this gap by...
On this Episode of Animal Spirits You'll Learn: The basics of understanding structured notes. How structured notes fit into a modern portfolio. How Halo is democratizing access with industry-leading technology. Listen to the full episode Haloโs Co-founder and...