Halo Investing, a platform for structured notes, annuities and other of what it calls “protective investments,” has raised over $100 million in Series C funding.
The latest fundraising round was led by Owl Capital and included a fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
Halo, which has raised $120 million to date, will use the proceeds to expand its product offerings.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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