Investors Need to Fix Fixed Income Strategies

Many consumers have misconceptions about the use of fixed-income investments, according to a survey from E*TRADE Securities LLC.

According to an E*TRADE press release, while most (65%) survey respondents agree fixed income is an important part of a well-diversified portfolio, those who do not hold fixed-income investments say:

  • Fixed income is more important during times of volatility (58%);
  • Fixed income is an investment tool only for retired people (45%);
  • Buying and selling fixed income is a complex process (36%).

“Fixed income is indeed a key component of most well-diversified portfolios, yet we continue to see hesitation and misperceptions perpetuated among investors, signaling a need for better education, tools and access to fixed-income securities and information,” said Michael Curcio, Managing Director, E*TRADE Securities LLC, in the release.

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The survey also found that the majority (52%) of fixed-income investors prefer commission-based agency pricing similar to equity trade pricing.

As a result of its findings, E*TRADE said it has upgraded its Bond Center to deliver more education and transparent pricing.

Lincoln Appoints Three Executives in Research Roles

Lincoln Financial Group has appointed three new executive positions to its research and development unit.

A Lincoln news release said executive posts in its Retirement Income Security Ventures (RISV) group will be filled by Bobby Greenberg, Austin Rosenthal, and Todd Manke.

Greenberg was named Vice President/Head of Consumer Insights and Strategic Intelligence for RISV and will analyze market information, implement strategic insight into development of new products and services, and collaborate on the execution of primary research, according to the release. Prior to joining Lincoln Financial, Greenberg served as Group Vice President at Affinion Loyalty Group (ALG), where he led the marketing organization by overseeing product and partner development, client solutions, and branding.

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Rosenthal was appointed as Assistant Vice President and Director of Innovation for RISV and will help in the unit’s research efforts. Formerly, Rosenthal was Managing Director at Integrated Finance Limited (IFL) where he was responsible for business development, client coverage, operations, and project management in the UK, the Netherlands, and Germany.

Manke was named Director of Consumer Insights for RISV and will be working alongside Greenberg. Most recently, Manke was Senior Manager of Statistical Analysis at Capital One Auto Finance.

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