Halo Investing, a Chicago-based online marketplace for structured notes, has launched a similar platform for annuities.
The service aims to allow financial advisers to shop for annuities. It offers fixed, variable and registered index-linked annuities from several carriers, including Allianz Life, as well as a team of annuity experts and an outsourced insurance desk that can serve as an adviser’s licensed agent of record.
In addition, the platform provides carriers’ real-time rates, up-to-date product information and digital and virtual client signing, suitability review and carrier submission, Halo said in a release.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
