Advisors Option 52: Fitting Options into Your Portfolio episode artwork

EPISODE · Feb 15, 2017 · 1H 2M

Advisors Option 52: Fitting Options into Your Portfolio

from The Advisors Option

The Buzz: What are the latest developments in the options market for advisors? Fiduciary rule, revisited. What does it mean? Will options be back on the chopping block? Why does the law of unintended consequences seem to hit options so often? The new white paper from Swan, "Where the DRS Fits in a Portfolio" How to fit options into portfolio allocation? What is the optimal asset allocation? Are there not enough financial advisors (planners) to meet demand? The alts didn't do well last year. Why should advisors increase allocation to what some consider an alt? Are options the veggies of your portfolio?

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Advisors Option 52: Fitting Options into Your Portfolio

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