Bond ETFs: Financial Advisors Drive Use with Specialized Applications

This study was completed to better understand how the financial advisor community is using bond ETFs, and was designed to help advisors share ideas and learn from their peers.

 

How Financial Advisors Use and Think About Exchange-Listed Options

The goal of this study was to understand the behavior of advisors who use exchange-listed options strategies with clients and those who do not. Important components of this behavioral study are advisors' practice characteristics, key influences of their behavior, and perceptions about exchange-listed options.