The Next Evolution: How Options Can Help With the Use of ETFs

The Next Evolution: How Options Can Help With the Use of ETFs
 

We visited with Jeff Chang of CBOE Vest at the recent Morningstar Conference. Jeff discusses how they work with advisors that not only have ETF portfolios, but also how they provide options overlays on these ETFs to help add an additional layer of security. 

Click the image to watch and learn more.

Tom Lydon
Perspective
Twitter Email

IRIS Founder and editor and proprietor of ETFtrends.com. Tom is a frequent contributor to major print, radio and television media including Forbes, The Wall Street J ... Click for full bio

Don’t Be Tempted to Persuade Your Clients

Don’t Be Tempted to Persuade Your Clients
 

Recently, I've been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead.

Click on image above to watch the video.

Paul Kingsman
Development
Twitter Email

Paul Kingsman helps financial services professionals overcome distractions to achieve success sooner. Combining his experiences as an Olympic medalist and his background as an ... Click for full bio