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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
