Tag - Cerulli Associates

Advice to the Advisors

Man having suit tailored, customized to fit | Sheaff Brock Institutional Group

All Over the Country, Advisors Seek Customization for Select Clients

While visiting with Advisors around the country, the Sheaff Brock team found a common thread: advisors expressing a need to outsource, particularly for customization. Overwhelmed by the need to grow their practices by capturing new assets, maintain efficient practice administration, remain involved in their communities, and keep up with continuing education, outsourcing seemed to be the topic of the day. With “traditional” outsourcing through the use of ETFs or funds often failing to satisfy the need for tailoring portfolios to [...]

Advice to the Advisors

Sheaff Brock Institutional Group | Featuring Option Strategies

Who’s Talking About Option Strategies?

The study results, published just a year and a half ago, represented good news for both Registered Investment Advisors and the Options Industry Council. The OIC had commissioned global research and consulting firm Cerulli Associates to find out how much interest and involvement there is among financial advisors when it came to including options in client portfolios. The report highlighted three important developments: One-third of financial advisors were already using options in 20% of their client portfolios. Advisors expected to [...]