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OIC Perspectives

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OIC Perspectives

OIC Perspectives

Millenials - A New Investor Group with New Needs
Gary Delany, Director of European Marketing and Education, discusses the millennial demographic and what this emerging group of investors needs for managing their investment accounts.
September 20, 2017 -

How Financial Advisors Use & Think About Options
Eric Cott, OIC Director of Financial Advisor (FA) Education, discusses key findings from OIC's recent study with Cerulli Associates on how financial advisors use and think about exchange-listed options. Findings include how FAs use options on ETFs, how FAs expect to increase their use of exchange-listed options and the benefits of using options in client portfolios.
June 13, 2017 -

Options Essentials For Advisors
In a recent article for, Frank Tirado, OIC Vice President of Education, talks about the versatile nature of options and how advisors can use them to differentiate their services and help their clients generate income, boost growth and protect gains.
June 13, 2017 –

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