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  • Advisor IQ Replay - 5 Ways Technology Will Change the Way You Age

    May 27th, 2020 by Nyle Bayer


    When it comes to the future, technology will play a center role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

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  • Talking Points of the Week for Financial Advisors (5/26)

    May 26th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Watch Joe Mallen Discuss Asset Allocation Models and ETF Model Portfolios

    May 21st, 2020 by Nyle Bayer


    Joe Mallen, CIO of Helios Quantitative Research discusses asset allocation strategies with Tom Lydon of ETFtrends.

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  • Talking Points of the Week for Financial Advisors (5/18)

    May 18th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (5/11)

    May 11th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Due Dilly Podcast - Forward Expectations in Real Time

    May 8th, 2020 by Nyle Bayer


    In this episode, Nyle Bayer discusses April's MTD performance of equities and fixed income as well as current economic conditions with Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research. In between all the data, Nyle, Joe, and Jason share their insights in working with Financial Advisors and the clients they serve.

    Listen on Apple Podcasts

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  • Talking Points of the Week for Financial Advisors (5/4)

    May 4th, 2020 by Nyle Bayer


    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 the talking points of the week which we provide in the Weekly Report.

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  • Talking Points of the Week for Financial Advisors (4/27)

    April 27th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

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  • Advisor IQ Replay - Fear, Finance, and the High-Anxiety Client

    April 22nd, 2020 by Nyle Bayer


    Market corrections, alarming headlines, and bear markets can contribute to client anxiety. As a result, investors may abandon their financial strategies altogether simply in an effort to avoid losses. Research from The MIT AgeLab illustrates the effects of stress, anxiety, and multiple crises on investor decision making, and the steps advisors can take to effectively reassure and re-engage anxious clients.

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  • Talking Points of the Week for Financial Advisors (4/20)

    April 20th, 2020 by Nyle Bayer


    Every week, member firms of HQR receive a 19-page Weekly Report which includes risk level summaries, model allocations, detailed model positioning information, market index information, and much more. Here, we are sharing the talking points of the week which we provide in the Weekly Report.

    Read More

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