Advisors Option 32: Options & Concentrated Positions

Options 101: Managing concentrated positions   What do you do if a client has a concentrated position? What if it’s a position in a company they manage/own? Options to the rescue! Protective puts Covered calls Collars The collar with a kicker The Buzz: What’s happening in the options world? Wealth Advisor Summit Robo advisors Digital technology for advisor What is notable is what is missing: options, alternative investments, etc. SEC tries to hone in on derivatives exposure in funds