TD, Schwab and Pershing RIA units embrace mini-option mania to hedge Google, Apple, ETFs
Options have a gambling aura but some advisors find that the are quite the opposite when used with care
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The CEO broke the TD promise never to compete with RIAs, took it back and got sent packing
July 23, 2019 at 4:30 AM
Fidelity will hire 4,000 staff in first half -- a staggering number but a tapering off from 'unprecedented' rate in 2021-2022 that catapulted it to 68,000 employees
The $10.3 trillion giant explains its hiring -- in a layoff environment -- as an RIA-like goal, namely having the human bandwidth to develop 'lifetime' relationships with its 40 million investors
February 17, 2023 at 2:49 AM
Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure
Kelly Smith chose the Boston rival for greater flexibility, better pay and a chance to move upmarket to sell family office services to RIAs that mix with the ultra-high-net-worth elite.
February 10, 2023 at 3:39 AM
RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors
Schwab RIA chief petitions for 'patience' for coming merger inconveniences but 'repapering' is no culprit; Carrie Pomerantz gets Schwab board seat; Addepar wins $65 billion AUM contract.
November 3, 2022 at 1:59 AM
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
Frederick Van Den Abbeel / TradePMR
Thank you RIA Biz for the informative article. I agree completely, options can be a very useful strategy if executed correctly.
To that end, I have coordinated a special options oriented trading class being presented by 2 experts on the subject from The Options Industry Council (OIC) next Thursday, March 28th in San Francisco.
I’ve received some nice feedback from the Advisors who have registered. I believe such a course might be helpful particularly for Advisors trying to learn more to see if including options within their toolbox might be a prudent strategy.
whyoptions.eventbrite.com
Stephen Winks
There is the tension between Modern Portfolio Theory and Technical Analysis. Both are misunderstood. MPT requires decades and years of data for a very long view while technical analysis uses hours, days and weeks of data for an informed short term more tactical view.
Hedge funds require technical analysis because of their opportunistic nature and the use of leverage. Of course there are periods like today where current economic conditions contradicts historical circumstance which makes MPT less than reliable. Thus, the use of options strategy and more importantly technixcal analysis is essential for portfolio construction today.
If you have not used Dorsey Wright, you need to become more familiar with their global services with over a million charts updated in real time, providing incredible insight.
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