Now viewing articles by Nyle Bayer.
Helios Quantitative Research Launched Online Product to Bridge Estate Planning Gap for Financial Advisors
May 21st, 2019 by Nyle Bayer
GRANITE BAY, Calif. (May 20, 2019) — Helios Quantitative Research (“HQR”), a firm focused on delivering advanced solutions for financial advisors, has launched its newest product — Helios Integrated Planning (HIP). The new online software system enables financial advisors to offer estate planning as part of a comprehensive financial planning process. It also gives advisors additional opportunities to build generational relationships with their clients and their clients’ children, while driving stronger planning revenue.
May 9th, 2019 by Nyle Bayer
Nyle Bayer provides a brief framework of several mental models in which to create expectations for future returns. Here, Nyle touches on calculations used by the late Jack Bogle as well as HQRs strategy for dealing with an unknown future.
- 05/21/19 Helios Quantitative Research Launched Online Product to Bridge Estate Planning Gap for Financial Advisors
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