![]() Trade Lifecycle Management: A Major Time-SaverĪnother facet of the investment management process that causes headaches for advisors is trade lifecycle management. But it is imperative that you as the advisor work with a firm that is truly independent so you are confident that your clients are getting the absolute best services and products. Outsourcing is a top trend for independent RIAs right now, and we believe that trend will continue in the years ahead. Consider Halo to be the trusted advisor for advisors. We have subject matter experts on hand to work in the best interests of you and your clients. Compared to our competitors, Halo is unique in that we are our own broker-dealer when it comes to annuity offerings. You can leave the nitty-gritty of protective investing evaluation to Halo while you connect with your clients.Ī key feature of working with Halo comes through our OID. Today’s advisor should focus on relationship management and less on knowing every last detail of an investment product. But don’t take our word for it: a recent RIA Intel article underscores the prevailing trend of RIAs leveraging niche service providers. Outsourcing can also save you time and energy. You can deepen your practice using Halo’s specialized tools and knowledge. Don’t just react to the market-define the future for your clients and your practice. Our platform gives financial advisors flexible access to protective investments so you can give your clients the products and solutions they need to reach their financial objectives. ![]() Breakaway RIAs working with Halo can differentiate themselves and market to prospective clients much more effectively, as opposed to simply pitching the usual stock and bond fund portfolios. The upshot for independent advisors? You have the opportunity to offer clients a better choice using defined-outcome and protective investments through Halo. Just look at the latest capital market projections from firms like AQR and Vanguard Group: the typical 60/40 portfolio is forecast to endure historically weak total returns in the coming decade, and inflation will take an even bigger bite out of the 60/40. ![]() Today’s markets demand innovative solutions and creative strategies. This is a critical advantage for breakaway RIAs when doing business with Halo. It is our goal to work in your best interests. While other companies are entities of large banks (which can influence the products and services they offer), Halo is independent. Halo stands out from our competitors, and our goal is to help breakaway RIAs stand out from the crowd, too. Thirdly, as an Outsourced Insurance Desk (OID), you as the advisor can more efficiently purchase and manage annuities through Halo without the burden of additional professional licensing. Secondly, Halo offers advisors defined-outcome and buffered ETFs. Halo Investing’s competitive and transparent marketplace offers structured notes at a fair price. To reclaim some of this time and focus on higher value-add activities, outsourcing certain activities presents an ideal way to leverage others’ specialized knowledge and capabilities.ĭefined outcome strategies and protective investments help separate you from other advisors, especially those at the big broker-dealers who can only offer cookie-cutter portfolios. We see this in the rise of investment platforms (especially alternative investments) and, in the case of Halo’s platform, protective investments, as well as numerous recently announced strategic ventures. To drive efficiency, advisors are increasingly turning to outsourced services for a variety of investment and administrative functions. Investment management is a key facet of financial planning, and today’s environment of ultra-low bond yields and very high stock market valuations might have you wondering what you can do to better your clients’ financial prospects. Advisors are increasingly working with financial partners to move away from the rat-race of chasing returns and gravitating to relationships that can help generate unique and nuanced ways to preserve and enhance accumulated financial gains.Īs a breakaway RIA, you want to differentiate yourself from the herd. The growing demand for advisor independence is just one leg of a secular rotation away from conventional schools of thought and tools of money management. ![]() Most notably the flexibility provided when considering marketing, branding, financial products, and technologies.
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