Recorded live at the 2017 Options Industry Conference, Mark is joined by Eric Cott, Director of Advisor Education, and Emily Sweet, Senior Analyst at Cerulli Associates.
They discuss:
- Merging the Options Industry Conference and the Financial Advisor Conference
- The survey Cerulli Associates did for the OIC on financial advisors
- Surprising findings from the survey
- Downside protection, hedging, and other ways larger advisors are using options
- How many advisors participated in the survey
- When there is a dedicated CIO, there is more use of options
- Improving professional trading tools
- How many advisors aren't comfortable talking about options with clients?
- Options as a counterpoint to the robo advisor
- What about the advisors who previously used options but stopped?
- The client influence on options is hard to quantify
Options Insider Radio Interviews