Halo Investing, a Chicago-based financial products platform, has added two annuities from AIG Life & Retirement.
AIG’s fee-based Power Index Advisory and Assured Edge Advisory annuities will be available to users of the platform, which also offers structured notes, market-linked CDs and buffered ETFs.
"Joining Halo will enable AIG Life & Retirement to support more advisers who want access to fee-based annuities as they design income strategies for their clients' retirement portfolios," Terri Fiedler, CEO of AIG Financial Distributors, said in a press release.
Dynasty Financial Partners CEO Shirl Penney explains why now is a good time to sell a wealth management practice.
The 25-year veteran of the industry brings his experience from Raymond James, Invesco and Barclays to the Las Vegas, Nevada-based firm.
Getting down with Josh Brown – CEO and blog superstar talks about new book and the state of the RIA business.
“The numbers are wrong," says broker, who made $1.5 million after guiding clients to invest in friend’s firm, according to the Bureau of Securities.
The financial industry veteran, supported by a team of wealth advisors, will drive the firm's private banking expansion in Pennsylvania
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success