In this episode of On The Circuit, Joanna Kanakis of Halo Investing shares how Halo's technology is helping financial advisors protect their clients' portfolios and grow their businesses in times of uncertainty. Stick around for our second guest, Tina Powell of Intention.ly, as she shares how teamwork and micro-risks can deliver results.In this episode, you’ll hear:How Halo Investing is democratizing access to technology and structured products to the retail market.How financial advisors can ...
