Helios Quantitative Research

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/

Advisor IQ Replay - 8,000 Days: An Entire Phase of Life Waiting to be Invented - Helios Driven "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…

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!

Talking Points of the Week for Financial Advisors (9/27) 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...

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

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/

Advisor IQ Replay: 5 Financial Advisor Trends in a Post-COVID World - Helios Driven "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...

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!

Talking Points of the Week for Financial Advisors (9/20) 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...

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

Have a great week!

Talking Points of the Week for Financial Advisors (9/13) 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...

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!