Helios Quantitative Research

10/20/2021

Advisors, looking for CE credits for your CFP or IWI designations?

Helios partners with industry leading professionals to bring you our complimentary Advisor IQ CE series.

This a monthly series and there are still seats available for the rest of the year's events. Sign up today at heliosdriven.com/blog/advisor-iq

Recently, we were joined by Mike Lynch of Hartford Funds for a presentation called 8,000 Days: An Entire Phase of Life Waiting to be Invented.

Replay available now: heliosdriven.com/advisor-iq-replay-8000-days-an-entire-phase-of-life-waiting-to-be-invented/

"If you fail to plan, you are planning to fail" - Benjamin Franklin Today, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods, averaging roughly 8,000 days each. The period from birth to college graduation…

09/27/2021

Advisors, we've assembled the key talking points you'll need for conversations this week.

From the return of volatility to Fed activity, we've got you covered.

Have a great week!

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with thei...

09/22/2021

Advisors, there’s no doubt about it, more and more people are starting to ask about tapering every day.

Join us tomorrow at 9am PST for a quantitative perspective and current outlook on tapering.

Seats are still available, see you there!

https://us02web.zoom.us/webinar/register/6516312290030/WN_0jZWzJm5RCCl-ENo4ZgJkQ

09/22/2021

Advisors, looking for CE credits for your CFP or IWI designations?

Helios partners with industry leading professionals to bring you our complimentary Advisor IQ CE series.

This a monthly series and there are still seats available for the rest of the year's events. Sign up today at heliosdriven.com/blog/advisor-iq

Recently, we were joined by Tim Steffen of PIMCO for a presentation called 5 Financial Advisor Trends in a Post-COVID World.

Replay available now: heliosdriven.com/advisor-iq-replay-5-financial-advisor-trends-in-a-post-covid-world/

"You can't use an old map to explore a new world" - Albert Einstein The COVID-19 pandemic has changed the way we approach all aspects of life, and financial advisors aren’t exempt from its impact. For advisors in particular, the pandemic accelerated business trends that were already underway. In t...

09/20/2021

Advisors, we've gathered the talking points you'll need for impactful client conversations this week.

From inflation to retail sales, we've got you covered.

Have a wonderful week!

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with thei...

09/16/2021

Chris Shuba returns to the Animal Spirits podcast with Michael Batnick and Ben Carlson to discuss the importance and impacts of estate planning on this edition of "Talk your Book"

Full episode available now on all of your favorite podcast destinations: https://heliosdriven.com/chris-shuba-returns-to-the-animal-spirits-podcast/

09/14/2021

How important is an estate plan, and how can we make this process simpler?

Chris Shuba joins Michael Batnick and Ben Carlson to discuss this and more on the Animal Spirits podcast.

Full episode available now on all of your favorite podcast destinations: https://heliosdriven.com/chris-shuba-returns-to-the-animal-spirits-podcast/

09/13/2021

Advisors, we've gathered the key talking points you'll need for client conversations this week.

Have a great week!

As an OCIO, Helios distributes a 19-page Weekly Report to member firms every Friday, which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing discussion points for Financial Advisors to use with thei...

09/13/2021

Advisors, are you looking for CE credits?

There are still a few seats left for this week's event - Retiring the “OLD AGE” Story

Join us & Hartford Funds on Wednesday at 9am PST/12PM EST:

us02web.zoom.us/webinar/register/4416112673930/WN_wnM0RtkWSSSYBnVXZhfYLQ

See you there!

09/10/2021

Chris Shuba returns to the Animal Spirits podcast with Michael Batnick, and Ben Carlson.

In this episode, they discussed Ben's journey through the Helios estate planning process and how easy it is for advisors to implement.

Full episode available now: https://heliosdriven.com/chris-shuba-returns-to-the-animal-spirits-podcast/

09/09/2021

There are still a few seats available!

Join us at 9am PST when we sit down with Trustate for an in-depth look at innovative technologies that are enabling Financial Advisors to better serve their clients' estate planning needs.

There is a new definition of Comprehensive Financial Planning. If the planning process doesn’t include estate planning services, it's becoming more difficult to call it “comprehensive”. Estate planning attorneys have seen the opportunity to build technology to equip financial advisors with the...

09/08/2021

There is a new definition of Comprehensive Financial Planning.

Join us tomorrow at 9am PST as we partner with Trustate and take a deep dive into innovative technologies that enable Financial Advisors to better serve their clients' estate planning needs.

https://us02web.zoom.us/webinar/register/8016298422772/WN_ArGr1SjeT3KixgCl_sGRdQ