Learn How Halo Is Helping Advisors Use Structured Notes To Build Their Book
The firms that use Halo today use these protective investing strategies to solve both of maintaining their existing client book and organically growing new assets.
News
Halo Investing and Ladder Partner to Increase Protective Investment Solutions in the RIA Marketplace
With Ladder, you can ‘ladder’ up or down in life insurance protection. This is another step toward Halo's commitment to provide comprehensive protective solutions to the RIA marketplace.
Halo Investing Selected by BMO Wealth Management U.S. to Provide Access to Structured Notes Program
The Halo platform gives BMO Wealth Advisors in the U.S. access to a full suite of web-based tools
“Jackson National, Halo Expand Relationship” – Financial Advisor
We can help the advisors to move away from their broker-dealer, which may restrict them from using advisory products and creating a very simple and easy platform to place the business on
Jackson and Halo Investing Expand Relationship to Increase RIA Access to New Fee-Based Annuity Solutions
Our common mission is to help advisors offer their clients, particularly retirees, effective investment solutions. Fee-based annuities, available through Halo Insurance Services, that span the risk spectrum can be used to construct lasting income protection.
Halo Investing Now Offers Fee-Based Multi-Year Guaranteed Annuities
Multi-Year Guaranteed Annuities are a growing niche of the insurance market. This annuity product can be used to augment a portfolio built to produce an income stream. Halo Investing partners with insurance companies to offer MYGAs and other annuities with potentially attractive payouts.
A Letter from Lviv
The following is an excerpt from the journal of Halo friend, Brian Mayer, as he guides efforts to provide aid to victims of the conflict in Ukraine. From Lviv – May 8th, 2022 Sometime around 2:10am today, as air raid sirens were blaring in Lviv (along with...
Halo Investing Announces Over $100M in Funding to Expand Access to Protective Investments
Series C funding follows 550% growth rate in 2020; Halo continues to expand into more products and channels worldwide. CHICAGO – October 12, 2021 – Halo Investing (“Halo”), an award-winning platform for protective investments, announced today that it has raised...
Halo Investing’s +$100M Series C Infographic
Please see our Halo Disclaimer for other important disclosures. Get Started with Halo Investing Connect with one of our team members below: Request a...
Great American Life Annuities Now Available on Halo’s Independent Digital Marketplace
CHICAGO – September 28, 2021 – Halo Investing ("Halo"), an award-winning platform for protective investments, today announced that Great American Life Insurance Company® ("Great American Life®") a wholly owned subsidiary of Massachusetts Mutual Life Insurance...
Financial Advisors and Investors Can Access AIG Annuities on Halo’s Independent Digital Marketplace
CHICAGO – June 28, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology platform for protective investments, today announced that AIG Life & Retirement has joined Halo's growing digital annuities platform. AIG...
Halo Investing Launches Annuities Platform, Helping Advisors Generate Reliable Retirement Income for Individual Investors
Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among leading carriers on the platform. CHICAGO – April 27, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology...
Halo Investing Named to Fast Company’s Annual List of the World’s Most Innovative Companies for 2021
Halo recognized a top honoree in the Finance category for offering new wealth-building opportunities for everyone. Halo Investing has been named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2021, and among the top honorees...
Technology And Innovation Push Growth of Structured Products
What's Ahead: Unease in conventional investment approaches is driving demand for more efficient and refined ways to tap equities and fixed income asset classes. Investment platforms have been instrumental in expanding access to new investment opportunities,...
Halo Investing Chosen as Winner at 2020 Red Herring Top 100 North America
The top 100 North America has become not only a springboard for some of tech's biggest names, but a valued and trusted tool for venture capitalists, experts and analysts predicting trends at the industry's sharpest edge. Halo Investing has been selected as a winner...
Learn How Halo Is Helping Advisors Use Structured Notes To Build Their Book
The firms that use Halo today use these protective investing strategies to solve both of maintaining their existing client book and organically growing new assets.
Halo Investing and Ladder Partner to Increase Protective Investment Solutions in the RIA Marketplace
With Ladder, you can ‘ladder’ up or down in life insurance protection. This is another step toward Halo's commitment to provide comprehensive protective solutions to the RIA marketplace.
Halo Investing Selected by BMO Wealth Management U.S. to Provide Access to Structured Notes Program
The Halo platform gives BMO Wealth Advisors in the U.S. access to a full suite of web-based tools
“Jackson National, Halo Expand Relationship” – Financial Advisor
We can help the advisors to move away from their broker-dealer, which may restrict them from using advisory products and creating a very simple and easy platform to place the business on
Jackson and Halo Investing Expand Relationship to Increase RIA Access to New Fee-Based Annuity Solutions
Our common mission is to help advisors offer their clients, particularly retirees, effective investment solutions. Fee-based annuities, available through Halo Insurance Services, that span the risk spectrum can be used to construct lasting income protection.
Halo Investing Now Offers Fee-Based Multi-Year Guaranteed Annuities
Multi-Year Guaranteed Annuities are a growing niche of the insurance market. This annuity product can be used to augment a portfolio built to produce an income stream. Halo Investing partners with insurance companies to offer MYGAs and other annuities with potentially attractive payouts.
A Letter from Lviv
The following is an excerpt from the journal of Halo friend, Brian Mayer, as he guides efforts to provide aid to victims of the conflict in Ukraine. From Lviv – May 8th, 2022 Sometime around 2:10am today, as air raid sirens were blaring in Lviv (along with...
Halo Investing Announces Over $100M in Funding to Expand Access to Protective Investments
Series C funding follows 550% growth rate in 2020; Halo continues to expand into more products and channels worldwide. CHICAGO – October 12, 2021 – Halo Investing (“Halo”), an award-winning platform for protective investments, announced today that it has raised...
Halo Investing’s +$100M Series C Infographic
Please see our Halo Disclaimer for other important disclosures. Get Started with Halo Investing Connect with one of our team members below: Request a...
Great American Life Annuities Now Available on Halo’s Independent Digital Marketplace
CHICAGO – September 28, 2021 – Halo Investing ("Halo"), an award-winning platform for protective investments, today announced that Great American Life Insurance Company® ("Great American Life®") a wholly owned subsidiary of Massachusetts Mutual Life Insurance...
Financial Advisors and Investors Can Access AIG Annuities on Halo’s Independent Digital Marketplace
CHICAGO – June 28, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology platform for protective investments, today announced that AIG Life & Retirement has joined Halo's growing digital annuities platform. AIG...
Halo Investing Launches Annuities Platform, Helping Advisors Generate Reliable Retirement Income for Individual Investors
Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among leading carriers on the platform. CHICAGO – April 27, 2021 – Halo Investing ("Halo"), the world's first and only independent, multi-issuer technology...
Halo Investing Named to Fast Company’s Annual List of the World’s Most Innovative Companies for 2021
Halo recognized a top honoree in the Finance category for offering new wealth-building opportunities for everyone. Halo Investing has been named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2021, and among the top honorees...
Technology And Innovation Push Growth of Structured Products
What's Ahead: Unease in conventional investment approaches is driving demand for more efficient and refined ways to tap equities and fixed income asset classes. Investment platforms have been instrumental in expanding access to new investment opportunities,...
Halo Investing Chosen as Winner at 2020 Red Herring Top 100 North America
The top 100 North America has become not only a springboard for some of tech's biggest names, but a valued and trusted tool for venture capitalists, experts and analysts predicting trends at the industry's sharpest edge. Halo Investing has been selected as a winner...
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