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
TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor
The CEO broke the TD promise never to compete with RIAs, took it back and got sent packing
July 23, 2019 – 4:30 AM
Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock
The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'
January 6, 2022 – 10:33 PM
Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder
The TDA brand lives on until the techies figure out how to make two systems into one, but change is in the air in Omaha, while Interactive Brokers gets a leg up in the custody business with a new hire.
December 27, 2021 – 9:58 PM
Fidelity Investments loses Kathleen Murphy who largely caught up Fido to Schwab (near $4T) on the retail side by reversing net promoter scores
The 'no whining allowed' leader of the Boston giant's retail business, who oversaw $2 trillion in net new assets, was ready to exit but hung in through a year dominated by COVID-19 challenges
January 23, 2021 – 2:02 AM
See more related moves
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.
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.
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