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2014 OIC Perspectives

 
OIC Perspectives

The Advisor's Option radio show with Eric Cott (MP3)
The latest episode of The Advisor's Option radio show features OIC's Eric Cott along with financial advisors Randy Swan and Michael Cavanaugh and host, Mark Longo discussing how to manage collars, corporate actions affecting options as well as the results of the OIC sponsored Bellomy Study on advisors' use of options.
August 27, 2014 – The Options Insider Radio

Financial Advisors' Use of Options: 2014 Benchmark Study
On August 21, 2014, OIC released the results of the 2014 Benchmark Study on financial advisors' use of options conducted by Bellomy Research. The study found three out of five advisors have used options in the past 12 months, a 13% increase since the inaugural study in 2011. The study findings also show advisors are using options with more of their clients in 2014, and options users are twice as likely to have larger, more successful businesses. For more on the study, visit the links below.

August 21, 2014 - Bellomy Research, Financial Advisor, IMCA

Article: 'Increased Options' (Subscription Required)
OIC's Eric Cott spoke with Kelsey Butler at Private Asset Management Magazine about the growing interest by family offices in the value that options bring to asset management. Whether family offices manage their own assets or outsource that to sub-advisors, incorporating options can help them generate income while mitigating risk and preserving their capital.
August 1, 2014 – Private Asset Management Magazine

The Advisor's Option radio show with Alan Grigoletto (MP3)
On the latest episode of The Advisor's Option, OIC's Alan Grigoletto joined financial advisor Rob Swan, Joe Cusick of Money Block and the show's host, Mark Longo, to discuss options for protecting profits. With clients sitting on portfolio gains, the concern is protecting them. The group covered several strategies including the protective put, vertical put spread and the collar.
July 31, 2014 – The Options Insider Radio

Article: 'Family Offices Assess Options'
Family offices have the goal of capturing opportunity, which includes using options. According to OIC’s Eric Cott, echoing panelist Steve Braverman from the NYSE/OIC Thought Leadership Forum, the three aspects that are important to family offices in terms of equity options are keeping it simple, education being critical and that like retail clients, multi-family office’s and single family offices are concerned about capital preservation.
June 16, 2014 – Markets Media Online

NYSE to Host Third Annual Thought Leadership Forum for Advisors
The New York Stock Exchange (NYSE) knows when it has a good thing. That's why it is holding its third annual Thought Leadership Forum for financial advisors on June 12. Advisors who attended the previous programs agree. As one Morgan Stanley advisor wrote, "The program exceeded all my expectations and was a very productive use of my time outside of the office. The moderators were on mark and the panel contributors were very informative. The networking was also terrific…."
May 2014 - OIC Advisor Brief

Learn Options on the Go with OIC’s App
Earlier this year, The Options Industry Council (OIC) launched a mobile app for iOS devices with the goal of reaching as many people as possible with options education. The app takes information from OIC’s website and puts it in a more user-friendly format for people on the go.
April 25, 2014 - April 2014 OCC News

European Demand for U.S. Options Continues Strong, New Study Finds
The Options Industry Council (OIC) published results of the study, "Shifting Demand in a Changing Market Landscape," conducted by TABB Group and commissioned by OIC. The study found that European investors continue to be interested in using U.S. options while becoming more sophisticated, shown by an expansion in the use of directional and volatility strategies. There is also a greater use of sector ETFs and options on single stocks.
April 25, 2014 - April 2014 OCC News

OIC Introduces New Education Initiatives
The Options Industry Council announced a new education initiative to kick off the New Year, the Options Education Program (OEP). OEP offers a comprehensive platform for investors to learn about options for free.
March 20, 2014 - March 2014 OCC News

The Advisor's Option radio show with Alan Grigoletto (MP3)
OIC's Alan Grigoletto joined The Options Insider Radio's Mark Longo and financial advisor, Mark Sebastian for the latest episode of The Advisor's Option where they covered Mini-options. What are they? Which underlying stocks? They also discussed what criteria should be considered when hiring a financial advisor from an options perspective. Finally listener mail was answered.
January 27, 2014 - The Options Insider Radio

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