Tag - option trading

Advice to the Advisors

Sheaff Brock Institutional Group, Sheaff Brock research and analysis, investment data analysis

Sheaff Brock Revs Up and Drills Down to Enhance Research

The word rev is an abbreviation for revolution, alluding to the rate of rotation of an engine, dictionary.com explains. The purpose of revving? To enliven, or stimulate…. The words “enliven” and “stimulate” precisely describe Sheaff Brock managing partners Dave Gilreath and Ron Brock’s intent in inviting research analyst Tom Kaiser to become the newest member of the wealth management firm’s research team. A 2009 graduate of Indiana University’s Kelly School of Business, Tom Kaiser spent five years at Fitch Rating in [...]

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 [...]