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The Advisors Option


Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option  - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it all on The Advisors Option.

Mar 30, 2017

In this episode, Mark is joined by co-hosts:

  • Chris Hausman, Portfolio & Chief Technical Strategist, Swan Global Investments
  • Aash Vyas, Director of Portfolio Strategy and Overlays, Swan Global Investments
  • Ilya Feygin, Managing Director and Senior Strategist, WallachBeth Capital

The Buzz: What are the hot topics in the world of financial advisors?

  • A recap of the CBOE Risk Management Conference.
  • Beware of Correlations, and Other Investment Tips: Janus Funds 2017 Wealth Advisor's Guide identifies the intended and unintended risks of advisors’ asset allocations in their model portfolios
  • Why stock market volatility is not really as low as it appears.
  • Trump is biggest global risk in 2017, Alt Funds says.
  • OCC Educating Lawmakers on Potential Impact on Tax Reform on Listed Equity Options Market.by Craig Donohue, OCC Executive Chairman and CEO

Office Hours: Answering listener questions and comments

  • Question from Steve - With the VIX so low, I am not selling a lot of options anymore because I am afraid that I will not collect enough premium. Am I thinking of this incorrectly?
  • Question from Avec11 - According to Financial Planning magazine, “More than a third of the nations largest RIAs lost AUM in the past year.” What is going on? Does this reflect the trend toward passive investing and away from active management? You would think a bull market period like 2016 would result in more AUM for advisors not less. Do you think using options could have stemmed the tide?