Halo Investing

Halo is proud to announce we’ve made a strategic investment in Piton Management, LLC, which specializes in creating customized fixed-income and yield-oriented solutions for investors. ?? Halo and Piton have worked closely to create unique Structured Note SMA solutions. Now, we are joining forces to continue supporting the growing demand for income-based investment solutions. For more information on this partnership and how we hope to impact the future of investing, read the full press release: https://bit.ly/4fG34fe Piton Management, LLC is the General Partner of Piton Investment Management LP.

Last chance to attend our live virtual event TODAY ?????? Don’t miss the opportunity to get ahead and make a plan to win high net worth clients in the new year. With experts from across the industry, there are sure to be plenty of tips, tricks, and tactical ideas for your business. It’s not too late to register or you can save your seat for next week's encore event: https://hubs.li/Q02WlQTY0 #PracticeManagement #StructuredNotes #HighNetWorth #FinancialAdvisor FLX Networks

? TWO Days away from your last chance to attend our live virtual event: "Essential Strategies for Winning High Net Worth Clients in 2025” Don’t miss an opportunity to hear from one of our featured panelists, and Halo’s very own, David Townsend, CFA, Head of Product Marketing and Thought Leadership??: Dr. David Townsend, D.B.A., CFA, is responsible for helping advisors develop and articulate how portfolios can benefit from defined-outcomes and other alternative strategies. By helping arm advisors with unique insights and confidence, they become more comfortable selecting, implementing, and managing client strategies that get beyond simple stocks and bonds. Prior to joining Halo, David held positions in client service, product management, and portfolio administration at Deutsche Bank, William Blair, and Bank of America. Save your seat for either November 14 or November 21 to join us: https://hubs.li/Q02WlYt_0 #PracticeManagement #StructuredNotes #HighNetWorth #FinancialAdvisor

It’s harvesting season! Tax loss harvesting that is. Halo’s President and co-founder, Jason Barsema, penned our latest article on the Halo Journal, “Tax-Loss Harvesting Strategy: Small Changes Create Big Gains,” which discusses ideas for advisors to reallocate losses into more protective strategies. Read the full article: https://bit.ly/4exn6aC #TaxLossHarvesting #TaxSeason #AdvisorInsights

Halo’s CEO, Matt Radgowski, will be moderating a session at this year’s Dynasty Financial Partners Investors Forum! Matt will be joined by Allison Boxer of PIMCO, Rick Brink of AllianceBernstein, and Leah Traub of Lord, Abbett & Co. LLC to discuss their perspectives on the new policy and the change in administration, the ongoing debate between a soft and hard landing for the economy, how investors can position themselves depending on where markets may go next. Don’t miss the session “Land, Landing, Landed?” on November 19 from 9:30 to 10:15 a.m. ET.

We're live! ?? ?? David Townsend, CFA and Eric Sheikowitz are LIVE discussing the essential strategies for winning high net worth clients in 2025! It's not too late to join us: https://lnkd.in/eATebU5n

Our FIRST virtual event is TODAY at 1:00 pm CT! ?????? Don’t miss the opportunity to be the first to learn the essential strategies to win high net worth clients in the year ahead. With experts from across the industry, there are sure to be plenty of tips, tricks, and tactical ideas for your business. It’s not too late to register or you can save your seat for next week's encore event: https://hubs.li/Q02WlPTN0 #PracticeManagement #StructuredNotes #HighNetWorth #FinancialAdvisor FLX Networks

Advisors that can curate a tailored ecosystem of products and services will be better positioned to both retain current clients and acquire new high net worth clients that are seeking a change. In fact, over a quarter of investors left their advisors for a firm that was able to provide better access to diversified products and services, according to the PwC High net worth investor survey. That’s why Halo and FLX Networks are joining forces for a virtual event: "Essential Strategies for Winning High Net Worth Clients in 2025" where we will examine ways to attract and retain high net worth clients with scalable tactics in personalizing financial planning and investment strategies. JOIN US TOMORROW ?? Save your seat for either November 14 or November 21: https://hubs.li/Q02WlQfK0 David Townsend, CFA Michael Silver Eric Sheikowitz #PracticeManagement #StructuredNotes #HighNetWorth #FinancialAdvisor

2?????? TWO Days away from our first virtual event: "Essential Strategies for Winning High Net Worth Clients in 2025” Don’t miss an opportunity to hear from one of our featured panelists, Eric Sheikowitz, FLX Networks: Eric Sheikowitz is a dynamic, in-demand speaker, coach and consultant with over 27 years experience in sales and marketing and for over 17 years he has been coaching and consulting with some of the top Financial Advisors and Teams in the industry. He began his career in banking, servicing high net worth individuals and clients. Prior to starting Focus Partners, he was a Director and Manager for a Big Four Audit and Advisory firm, focusing on marketing/sales and service. His tactical, laser focused approach enables him to help advisors and teams in all areas of the practice, including: client acquisition, marketing, practice management, team development and client service. Save your seat for either November 14 or November 21 to join us: https://hubs.li/Q02WlQXL0 #PracticeManagement #StructuredNotes #HighNetWorth #FinancialAdvisor

? ??ONE WEEK away from our first of two live virtual events: "Essential Strategies for Winning High Net Worth Clients in 2025” Don’t miss an opportunity to hear from one of our featured panelists, Michael Silver, FLX Networks: Michael has worked with financial services firms and financial professionals (both solo producers and advisor teams) for the past 30 years with a focus on client acquisition, marketing, practice management, team development, client service and more. Plus Michael knows the other side of the coin - he was a financial advisor with Prudential Securities, Wachovia Securities and Ryan Beck, where he learned first-hand the power of creative networking, qualified introductions and relationship management. Save your seat for either November 14 or November 21 to join us: https://hubs.li/Q02WlcXh0 #PracticeManagement #StructuredNotes #HighNetWorth #FinancialAdvisor