Tag - option strategies

Advice to the Advisors

Investment Advisors Rethinking Time | Outsourcing Concepts | Sheaff Brock Institutional Group

Advisors Repurpose Time Through Customized Outsourcing

At the giant Morningstar Conference spread out at McCormick Place on the Chicago pier, the keynote address was titled “Distortion, Divergence, and Diversification: What Investors Need to Know About the State of the Global Economy.” Sheaff Brock Senior Vice President of Investments Christy Jordan was there to learn what Registered Investment Advisors are thinking and doing these days. Time—lack of it, that is—was a recurring motif. As RIAs struggle to capture assets, many explained, they feel overwhelmed by the administrative duties [...]

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 [...]