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.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
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
