David Townsend, Halo Investing

Dr. David Townsend, DBA, CFA, leads product marketing and thought leadership at Halo Investing. He’s responsible for helping advisors develop and articulate how portfolios can benefit from defined outcomes and other alternative strategies. He is Head of Product Marketing and Thought Leadership at Halo Investing.

5 min read

How to retain clients with the right investment products

The Advisor360° Amplify program brings industry leaders together to share their expertise with the wealth management community. In this blog, Dr. David Townsend of Halo Investing discusses how...

Technology Partner ecosystem Wealth management

4 min read

Transforming the advisor-client relationship

The Advisor360° Amplify program brings industry leaders together to share their expertise with the wealth management community. In this blog, Dr....

Technology Partner ecosystem Wealth management

5 min read

Improving client experiences through collaboration

The Advisor360° Amplify program brings industry leaders together to share their expertise with the wealth management community. In this blog, Dr....

Technology Partner ecosystem Wealth management

5 min read

Driving advisor retention with your digital experience

The Advisor360° Amplify program brings industry leaders together to share their expertise with the wealth management community. In this blog, Dr....

Technology Partner ecosystem Wealth management

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2025 Connected Wealth Report Special Edition

David Townsend, Halo Investing

How to retain clients with the right investment products

Transforming the advisor-client relationship

Improving client experiences through collaboration

Driving advisor retention with your digital experience

Our platform

Problems we solve

Company

Insights