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E*TRADE Advisor Services released its Independent Advisor Tracking study, revealing a significant bullish sentiment among registered investment advisors (RIAs). 74% of RIAs are optimistic heading into 2021, a rise of 26 percentage points since August. However, concerns loom over market volatility, with 74% of advisors actively managing this risk. The COVID-19 pandemic remains a top challenge, cited by 46% of advisors. Client inquiries are driven mainly by the new presidential administration and pandemic issues, reflecting heightened investor engagement.
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E*TRADE Corporate Services reveals insights from its annual survey of 53,512 equity compensation plan participants conducted from September 8-18, 2020. Key findings show increased engagement and satisfaction, with a 7-point rise in weekly stock plan check-ins and a 5-point increase in mobile logins. Equity compensation is viewed more as a long-term investment, up 3 points, with 5-point growth in retention decisions based on equity awards. Despite pain points regarding tax understanding, participant satisfaction is up 2 points and E*TRADE’s net promoter score rose by 13 points.
E*TRADE Financial's Politics & Portfolios study reveals mixed investor sentiments post-presidential election. While the majority of Democrats express optimism, 44% are bearish or expect stagnant markets. Conversely, 62% of Republicans are either bearish or foresee market flatness, with 64% anticipating increased volatility. Notably, 77% of Democrats believe election results could hasten economic recovery, while 51% of Republicans expect a deceleration. The study indicates potential opportunities in health care, energy, and information technology sectors, despite a divided Congress impacting sweeping reforms.
E*TRADE Financial's recent StreetWise survey indicates that 52% of investors remain bullish, a slight increase from last quarter. However, 65% anticipate increased market volatility as 2020 concludes, with 44% citing the upcoming presidential election as their main concern. Investor preferences for market-friendly candidates are divided: 50% favor President Trump while 44% prefer former Vice President Biden. The health care sector is viewed favorably with 55% seeing potential due to COVID-19 vaccine developments, while tech and consumer staples also maintain steady interest.
E*TRADE Financial has unveiled enhancements to its stock plan participant user experience, focusing on intuitive navigation and personalized information. The updated interface allows users to quickly view awards, track performance, and access educational resources on crucial topics like tax implications. Administrators benefit from features such as a lifetime stats overview of participant grants and improved educational resources. These updates aim to boost participant engagement and satisfaction, reflecting E*TRADE's commitment to enhancing equity compensation plans.
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