Options Industry Council announces web education program for advisers

The Options Industry Council has announced a new effort to serve the educational needs of financial advisers by launching a dedicated adviser web portal and the addition of Eric S. Cott as director of financial adviser education.
APR 07, 2009
The Options Industry Council has announced a new effort to serve the educational needs of financial advisers by launching a dedicated adviser web portal and the addition of Eric S. Cott as director of financial adviser education. “Options are a powerful tool that financial advisers can use to build their business, particularly as more investors discover how this versatile product can help them protect capital, generate income, and successfully navigate different market conditions,” the council said in a statement. Behind a secure login at http://OptionsEducation.org/advisor are trading tools, best practices, concepts and strategies, and an options refresher course designed for advisers so they can help their clients achieve their investment goals. In a newly created consulting role, Mr. Cott will represent OIC at adviser-focused conferences, develop options curriculum and web content for the OIC Adviser website, and work with firms, associations and academic institutions to build and promote options education. Mr. Cott has spent much of his career as a financial adviser, including four years as a producing branch manager. Most recently, he was a regional vice president and retirement income consultant at Sunlife Financial Distributors Inc. of Wellesley Hills, Mass., where he identified and cultivated new business, increasing assets and revenue share. Prior to that he was an assistant vice president at New York-based Merrill Lynch & Co. Inc., where he built and maintained a successful wealth management practice. Chicago-based OIC is an industry cooperative funded by a group of exchanges throughout the country.

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.