Halo Investing and Ironlight Group have launched a strategic collaboration to tokenize and list structured notes on a public blockchain to reduce operational complexity and improve capital efficiency.

The company launched Aura, a new portfolio tool that uses Monte Carlo simulations to help advisors visualize and communicate the impact of structured notes in their client portfolios.

A strategic partnership with Derivaty integrates institutional-grade options-based risk management strategies directly into the Halo Investing marketplace to streamline advisor workflows.

A deep dive into how implementation strategies for structured notes, specifically layered versus replacement allocations, can enhance portfolio construction and client conversations.

Halo Investing and WisdomTree launched a first-of-its-kind defined outcome separately managed account (SMA) strategy to provide advisors with enhanced income and risk-adjusted return tools.