E-Trade has made enhancements to its Bond Resource Center, saying Tuesday that the enhanced BRC is "designed to be a one-stop shop for all customers from the novice investor to the most experienced fixed income trader."
Almost a third of retail investors (31%) have said they are currently invested in bonds, according to E-Trade's recent tracking study of experienced investors. The comprehensive experience provided by the enhanced BRC "offers easy-to-navigate and customizable capabilities making it even easier to execute trades, uncover fixed income ideas, and access exhaustive educational content," E-Trade said.
Enhancements include new screening functionality for beginner and advanced bond traders, customizable fixed income charts, educational resources and on-the-go access.
Dynasty-Affiliated RIA Partners With Halo Investing
Dynasty Financial Partners-affiliated RIA Keebeck Wealth Management partnered with Halo Investing, an independent, multi-issuer technology platform for protective investments, to provide customized structured products to clients, the companies said Wednesday.
Keebeck's advisors will use Halo to add structured notes, market-linked CDs, buffered exchange-traded funds and annuities to their clients' portfolios. Keebeck, which has $1.4 billion in assets under management, will also have an advanced suite of tools to analyze, customize, buy and maintain those holdings through Halo, the firms said in a joint announcement.
Halo simplifies the process of adding customized structured products for advisors and investors. Halo will surpass $10 billion in transaction volume in 2021 and has more than 6,500 advisors and 30 leading global banks on its platform, it said.
Dynasty Financial Partners-affiliated RIA Keebeck Wealth Management partnered with Halo Investing, an independent, multi-issuer technology platform for protective investments, to provide customized structured products to clients, the companies said Wednesday.
Keebeck's advisors will use Halo to add structured notes, market-linked CDs, buffered exchange-traded funds and annuities to their clients' portfolios. Keebeck, which has $1.4 billion in assets under management, will also have an advanced suite of tools to analyze, customize, buy and maintain those holdings through Halo, the firms said in a joint announcement.
Halo simplifies the process of adding customized structured products for advisors and investors. Halo will surpass $10 billion in transaction volume in 2021 and has more than 6,500 advisors and 30 leading global banks on its platform, it said.
