E-Trade launches fixed-income tools

E*Trade Financial Corp. today announced the launch of a series of online tools aimed at helping its customers select fixed-income products.
MAR 17, 2009
By  Bloomberg
E*Trade Financial Corp. today announced the launch of a series of online tools aimed at helping its customers select fixed-income products. The new tools include a fixed-income funds selector and a 30-day price history on corporate and municipal bonds. The firm also redesigned its bond page to include more educational information. E*Trade created the tools in response to growing investor demand for fixed-income products, said Liat Rorer, vice president for investment products at the New York-based online financial firm. Investors began focusing more on diversification of their investments over the past two years, she said. “Fixed income is an important asset class and one that is becoming more important in people’s portfolios,” Ms. Rorer said. “People knew that they should be diversified. This market has underscored that.” The new fund selector requires investors to submit information about their investment time horizon, risk tolerance and tax preference. The tool will then provide them with about five recommendations of bond funds and exchange traded funds, she said. “The price history shows you what the security has been trading at, so you can see if what you are paying is a good price,” Ms. Rorer said. The firm also plans to add more educational materials about fixed income products to its site in the coming months.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave