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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.
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David Townsend, Halo Investing

How to retain clients with the right investment products

August 29, 2023

Technology | Partner ecosystem | Wealth management

David Townsend

David Townsend, Halo Investing

Transforming the advisor-client relationship

July 17, 2023

Technology | Partner ecosystem | Wealth management

David Townsend

David Townsend, Halo Investing

Improving client experiences through collaboration

June 5, 2023

Technology | Partner ecosystem | Wealth management

David Townsend

David Townsend, Halo Investing

Driving advisor retention with your digital experience

June 1, 2023

Technology | Partner ecosystem | Wealth management