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Advisors’ use of options up 13 per cent since 2011, says study

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Financial advisors have increased their use of options by 13 per cent since 2011, according to a study by Bellomy Research and commissioned by the Options Industry Council (OIC).

The study found that three out of five advisors have used options in the past 12 months.
 
Advisors who were surveyed in the study anticipated their options use to grow 43 per cent in the coming year.
 
The study also found that advisors are using options with more of their clients in 2014, and that options users are twice as likely to have larger, more successful businesses.
 
The 2014 Benchmark Study was conducted in March 2014 and surveyed more than 600 advisors across various distribution channels on how, when and why they used options. The findings show that more advisors started using options in nearly every distribution channel from 2011 to 2014.
 
Income generation and risk management were cited as the two biggest reasons for using options in the past year and advisors most frequently indicated that they managed options strategies on their own.
 
The covered call was the strategy that advisors reported to use the most in their clients’ portfolios.
 
The study also found that advisors are more likely to discuss options strategies with their clients compared to the previous study. Clients were also more likely to bring up options strategies with their advisor.

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