The US multi-issuer structured products platform entered the annuities space earlier this year as a natural evolution following the initial launch of its structured notes platform and expansion into buffered ETFs.
SRP caught up with Jason Barsema (pictured) , co-founder and president at Halo Investing, to discuss the evolution of the firm’s offering, structured notes activity during the first half of 2021, regulatory concerns, as well as the evolution of the fintech’s educational tools. What kind of payoff structures are on demand by US investors? Jason Barsema : The lion's share of structures that are being priced here in the US are income related structures and I think it supports the tren
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