In this special Wealth Management Industry Awards Spotlight, Matt Radgowski, CEO of Halo Investing, sits down with wealthmanagement.com to discuss how Structured Notes are redefining asset allocation for today’s advisors.

As traditional 60/40 portfolios face mounting pressure from volatility, interest rate uncertainty, and shifting market dynamics, advisors are increasingly searching for tools that offer both flexibility and defined outcomes. In this conversation, Matt shares how Structured Notes can serve as a bridge between traditional allocations and alternative investments, offering downside protection, income generation, and customized risk profiles within a single portfolio framework.

Viewers will gain insight into how Halo’s technology is making historically complex investment products more accessible, transparent, and measurable. The discussion also explores the growing role of outcome-based investing, the importance of quantifying portfolio impact, and how tools like Halo’s analytics are helping advisors move toward more personalized, goal-driven strategies.

This video is a must-watch for advisors looking to modernize portfolio construction, enhance risk management, and better align investment strategies with client objectives in an evolving market environment.

Watch the full interview below:

Please see our Halo Disclosure Page for important disclosures

An investment in Structured Notes may not be suitable for all investors. These investments involve substantial risks. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Content and any tools discussed are provided for educational and informational purposes only. Halo Investing makes no investment recommendations and does not provide financial, tax, or legal advice. Any structured product or financial security discussed is for illustrative purposes only and is not intended to portray a recommendation to buy or sell a particular product or service.