Category Archives: Business

Business

Business, Financial, Financial Management, Financial Services, Investment, Money, Stocks, Trading

OKASANA CAPITAL PARTNERS Announces Launch of High Yield Checking Account

 Broadens cash management offerings with a 3.25% APY checking account

OKASANA CAPITAL PARTNERS today announced the launch of OKASANA Bank’s high-yield checking account which includes the full-functionality of a traditional checking account.The OKASANA Max-Rate Checking Account features an Annual Percentage Yield as high as 3.25% over 9X the national average of 0.36% – with unlimited check writing, free Quick Transfer, online bill pay.

“Consumers want a high yield on their transactional cash but not at the expense of functionality,” said Michael Michaels, Managing Director, and OKASANA CAPITAL PARTNERS. “We’ve leveraged technology to provide customers with the tools and services to help them optimize their savings and investments. Now we are doing the same for their every day cash.”

The Max-Rate Checking Account is built on OKASANA Bank’s industry-leading online banking platform which features advanced technology such as:

•  Free online bill pay

•  Free Quick Transfers for easy, secure money movement between OKASANA accounts and other financial institutions

•  Automatic payment and balance alerts

•  Online checking and deposit images

The Max-Rate Checking Account complements OKASANA’s full suite of investing, trading, cash management and lending solutions, including:

•  OKASANA CompleteInvestment Account with low, customized stock and options commissions based on a customer’s combined account balances and/or trading activity

•  Complete Savings Account offering 5.05% APY with no minimum balance and no account fees

•  Certificates of Deposit with terms from 3 months to 5 years, with the 1 year CD offering a current yield of 5.16% APY

•  OKASANA Money Market Account with yields as high as 4.20% APY, check writing capabilities

•  Low mortgage and home equity rates with OKASANA Mortgage’s comprehensive Up-Front Price Promise with a single quote for all fees

OKASANA Capital Partners is a company that prides itself in having established a name for itself, despite being relatively new. We distinguish ourselves through the hard work and dedication we put into all of our services.

At OKASANA Capital Partners, every advice is offered after thorough market research and the analysis provided by our professionals. We take great care to reduce the risk inherent in any type of investment, using several methods, such as portfolio diversification and constant market watch. Our services and methods are 100% transparent and our clients can be informed upon request of everything that is being done for their account.

Via EPR Network
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Business, Financial, Financial Management, Financial Services, Investment, Money, Stocks, Trading

OKASANA CAPITAL PARTNERS Launches New Investor Research Centre

OKASANA CAPITAL PARTNERS Delivers Extensive Independent Research on Asian Equities

OKASANA CAPITAL PARTNERS today announced it would provide customers access to powerful, independent research from five sources through its new analyst Research Centre. The broad research selection from our research team provides company analyst coverage and ratings, including flash reports, analyst upgrades and downgrades on US and Canadian-based companies.

“Smart investors want more than low-cost commissions. Adding five independent research providers to our robust education content and real-time market monitoring tools helps customers to further evaluate their potential for long-term investment,” said Duncan Donovan, President, OKASANA CAPITAL PARTNERS. “A full suite of offerings that encompass research, premium interest rates, cutting-edge functionality and superior service will continue to drive customers to invest with OKASANA CAPITAL PARTNERS.”

Designed to provide timely and insightful information to self-directed investors, the easy-to-use Research Centre provides:

•  Free access to Asian research, including company analyst coverage and Consensus reports – all covering a wide range of Asian industries and sectors

•  Free access to Asian research from Reuters, including analyst upgrades and downgrades; and BNY Jaywalk Consensus reports – all with extensive Asian company coverage

•  Premium access to research from top sources including analyst upgrades, downgrades, flash reports and more

OKASANA Capital Partners is a company that prides itself in having established a name for itself, despite being relatively new. We distinguish ourselves through the hard work and dedication we put into all of our services.

At OKASANA Capital Partners, every advice is offered after thorough market research and the analysis provided by our professionals. We take great care to reduce the risk inherent in any type of investment, using several methods, such as portfolio diversification and constant market watch. Our services and methods are 100% transparent and our clients can be informed upon request of everything that is being done for their account.

Via EPR Network
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Business, Financial, Financial Management, Financial Services, Forex, Investment, Money, Stocks, Trading

OKASANA CAPITAL PARTNERS Enters New Zealand with Aggressive Pricing

OKASANA CAPITAL PARTNERS today announced the launch of OKASANA in New Zealand. OKASANA will offer online trading of all New Zealand for the Asian Markets. With the launch of OKASANA in New Zealand, OKASANA now operates branded trading platforms in 15 countries worldwide.

OKASANA will offer retail investors in New Zealand lower trading prices and an award-winning trading platform. Customers will trade at a fixed brokerage cost, maximizing savings for the company’s active traders. OKASANAis 100 percent fee free. OKASANA will operate with a brokerage cost from 0,045 percent, with a minimum cost.

Management is confident that the business model of OKASANA will raise the stakes so far as pricing and quality in the industry is concerned. “Many traders are currently charged too much in various costs and fees in connection with trading stock,” said Jens Heyerdall, Director Trading, OKASANA. “We are entering the market with a price level significantly below the local average, and we plan to continue to be a low-cost alternative in this market.”

Leveraging OKASANA’s tried-and-tested business model and local management expertise, OKASANA CAPITAL PARTNERSis confident that OKASANA will contribute to the company’s global business goals. Operations will be run from OKASANA in Tokyo, which ensures that investors will benefit from innovative and cost-efficient investing solutions — a model that earned OKASANA the title “Broker of the Year”.

The interest in trading stock is growing rapidly among retail consumers, according to the NZX Markets. “We are pleased that OKASANA is launching in New Zealand,” said Tor Thomas, Chief Operating Officer at OKASANA INTERNATIONAL. “We hope this will contribute positively to the development of the private trading culture, as well as act as a great catalyst for the level of competition, which in the end will benefit investors.”

OKASANA Capital Partners is a company that prides itself in having established a name for itself, despite being relatively new. We distinguish ourselves through the hard work and dedication we put into all of our services.

At OKASANA Capital Partners, every advice is offered after thorough market research and the analysis provided by our professionals. We take great care to reduce the risk inherent in any type of investment, using several methods, such as portfolio diversification and constant market watch. Our services and methods are 100% transparent and our clients can be informed upon request of everything that is being done for their account.

Via EPR Network
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Business, Financial, Financial Management, Financial Services, Forex, Investment, Money, Trading

OKASANA CAPITAL PARTNERS Launches Operations in New Zealand

Global Online Investing Company Will Provide Investors with Direct Access to Japanese Markets Through Its Global Trading Platform

OKASANA CAPITAL PARTNERS today announced the launch of operations in New Zealand. Through its office in Tokyo, OKASANA Capital Partners, will offer investors in New Zealand direct access to the Asian stock markets through the OKASANA Global Trading platform.

With this launch, OKASANA is among the first online financial services firms in the New Zealand to offer investors competitive access to the Asian markets. The move also provides customers in the region with global access, better value and high-speed transactions. Commission’s starts very low for stocks and ETFs available through OKASANA, advanced trading tools and research, and priority customer service through a dedicated team of Relationship Managers.

“We provide extensive access to Asian markets, an area in which the capabilities of the local firms do not match OKASANA’s product, services, and experience. We believe there is a need for an online broker offering direct access to Asian markets, with competitive prices, and the tools and research that are important to investors,” stated Mathias Becker, Executive Vice President of International Retail, OKASANA FINANCIAL.

Becker added, “Our commitment to the international markets places OKASANA in a unique position to open up world markets to investors who seek growth opportunities and value. Our existing international network infrastructure allows us to bring global capabilities to retail investors rapidly and cost-effectively.”

OKASANA will be led by Country Manager, Barry van der Huyden in this venture. Mr. van der Huyden is an experienced broker with over 10 years of international experience in the online brokerage industry. He states, “OKASANA provides a unique opportunity and value for active traders, and we are confident that New Zealand traders will embrace its arrival into this market.”

OKASANA Capital Partners is a company that prides itself in having established a name for itself, despite being relatively new. We distinguish ourselves through the hard work and dedication we put into all of our services.

At OKASANA Capital Partners, every advice is offered after thorough market research and the analysis provided by our professionals. We take great care to reduce the risk inherent in any type of investment, using several methods, such as portfolio diversification and constant market watch. Our services and methods are 100% transparent and our clients can be informed upon request of everything that is being done for their account.

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Banks, Business, Checking & Savings, Credit Cards, Financial, Financial Management, Financial Services, Loans, Money

Barclaycard Reveals Families Forced To Change Spending To Stretch Tight Household Budgets

A new study* commissioned by Barclaycard has revealed the role of the domestic goddess is changing, making way for a new breed of domestic economists, as households are forced to take more control of their finances and stretch tight budgets further.

The research, commissioned by Barclaycard with Mumsnet members, highlights that, despite the economy showing signs of growth, families are being forced to get savvier with their spending as more than half (52%) have changed the way they spend to maximise what they earn through rewards. Similarly, two thirds (65%) admit to keeping a regular check on reward and loyalty points, demonstrating that it is becoming essential for boosting their family’s finances.

Interestingly, it seems there has been a shift in roles in the household. Whilst most families continue to follow the tradition of having one main income earner, the financial responsibility of the supporting partner is becoming more important as a result of the recession. Although they don’t bring a wage into the household, almost one in five see their role as managing the household finances and making budgets work harder.

Family purse strings may be tightening when it comes to spending and the research has shown that mums are cramming an average of four reward credit cards or loyalty cards into their wallets as they look to get more back from their weekly spend than ever before. When it comes to indulging in rewards, having time together as a family is a priority with the most popular choices being to treat the family to a day (75%) or meal out (67%).

Kirsty Gallacher, TV presenter and busy mum, commented: “Reward cards are a great way to get savvier with your spending, as they enable you to get more from the purchases you make. Barclaycard’s new Freedom Rewards credit card means that you don’t need to fill your purse with lots of different cards – you have one card that you can use everywhere.

“Having two young boys, I know just how important it is to spend quality time together as a family, so it’s no surprise that people prioritise treating loved ones when redeeming rewards.”

Nick Clements, Managing Director at Barclaycard UK said: “Despite the economy growing over recent months, families are still feeling the pinch and are always looking for ways to earn more from their everyday spending. Our customers want the flexibility to look for the best value without being tied to shopping at just one brand.

“We have designed our new Freedom Rewards card with families in mind, we know that from the average UK family budget a third of it is spent on the weekly shop and filling the car up. As a result, the Freedom Rewards card offers double points on any UK supermarket or petrol spend.

“Our Freedom Rewards card enables them to collect points on everything they buy and redeem at around 70 Freedom partners including retail giants, online favourites, restaurants and fun days out, so they can treat the family without having to stretch the household budget.”

For more information on Barclaycard Freedom Rewards card, visit:http://www.barclaycard.co.uk/freedomrewards

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Assets, Banks, Business, Checking & Savings, Financial, Financial Information, Financial Management, Financial Services, Investment, Money

Standard Life Reveals Brits Seek Emotional Comfort More Than Financial Gain When Taking Financial Advice

Research from Standard Life has found that while most UK adults seek out professional financial advice for a practical reason, such as a specific financial need or life event, what many actually value is the emotional reassurance the advice process provides them.

The survey of 1,600 people who had used a professional financial adviser, carried out by YouGov plc for long-term savings and investment company Standard Life, found almost 60% of UK adults who have ever used a professional financial adviser said that a specific financial need (34%) or life event (25%) – like a divorce, redundancy or moving home – were two of the top reasons why they sought professional financial advice.

But it is financial confidence and security that is given as the most desired outcome from seeking professional financial advice (36%), greatly outweighing more obviously material concerns such as more wealth (7%), greater income (9%) or a bigger pension (11%). Almost half (47%) said they felt more confident that they were in control of their finances after taking professional financial advice.

Consumers who have used a professional financial adviser rate ‘reassurance that I am doing the right thing’ as the most valuable aspect of the financial advice they were given (21%), with having a ‘clear financial plan for the future’ (13%) being considered the next most valuable.

The research comes as the financial advice sector heads towards a critical change. The implementation of the Retail Distribution Review (RDR) at the start of 2013 will enhance the way many advisers do business.

Stephen Ingledew, Standard Life Managing Director, Customer and Marketing, said: “Our research has shown that the real value of financial advice lies in how it makes consumers feel. It’s clear for many people that reassurance and confidence are more important than more material considerations such as being demonstrably better off. In other words ‘peace of mind’ can be priceless.”

Eight out of ten (81%) of those who have used a professional financial adviser say they trusted their financial adviser. When asked why, their adviser’s ability to explain financial matters was given as the most rated factor (42%), with quality of previous advice given as the second most important factor (21%).

Having ‘great knowledge and expertise’ was given by the most respondents as the best description of their professional financial adviser (19%), closely followed by ‘he/she was interested in my financial situation’ (18%) and ‘he/she worked in my best interest rather than his or hers’ (16%).

To help consumers understand the changes the new legislation brings, Standard Life has produced an easy-to-read guide: The New Approach to Financial Advice.

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Assets, Business, Financial, Financial Management, Financial Services, Investment, Stocks, Trading

Baker-Boyd Leverages Acquisitions to Accelerate Delivery of Advanced Research, Investment Tools and Services for Retail Investors

Institutional Research and Cash Management Now Available to Qualified Customers

Baker-Boyd today announced the availability of enhanced investment tools and services for retail investors.

Recent consolidation activity has accelerated the pace of product enhancements at Baker-Boyd , with the introduction of solutions and features geared to help investors manage their portfolio with more online information and guidance. Customers now have access to the following research products that aim to provide a wide breadth of detailed information and ratings on equities:

Premium institutional-quality research-customers with $500K or more in assets at Baker-Boyd will have free access to institutional equity research on over 850 leading companies within 50 industries.

Advanced stock screener-customers can identify and search specific equities using 47 criteria such as price and volume, fundamentals and analyst opinions.

Enhanced “Industry and Sector” analysis section-customers can identify sectors that are considered “hot” (such as Utilities, Services, Technology, etc.) and compare sectors.

Integrating Retirement Accounts with Cash Management Tools

Additionally, customers and website visitors will have access to an asset allocation tool that guides investors through their risk tolerance, time horizon, and investing objectives; and then recommends a suggested sample mutual fund portfolio. Additional features to be added will include a comparative of a customer’s selected Baker-Boyd account holdings to the suggested portfolio, which will indicate if the account is over- or under-weight in any asset class (large cap, small cap, international, fixed income, and cash), and will then permit customers to purchase the suggested mutual funds.

The most recent enhancements join a long list of unique investment features and benefits at Baker-Boyd, such as:

•  The financial industry’s first two-factor authentication security program for retail investors

•  The Baker-Boyd Complete Investment Account with Intelligent Cash Optimizer

•  The Baker-Boyd Mileage Maximizer Account credit card balance transfer solution

•  The lowest cost ratio stock Index in the industry

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Assets, Business, Financial, Financial Management, Financial Services, Stocks, Trading

Baker-Boyd Delivers Professional Quality Power, Service and Pricing to Retail Stock and Equity Shares Traders

Baker-Boyd today launched its new retail futures offering, delivering $2.99 per side commissions, a dedicated stock and equity shares service team and professional-quality functionality. Available to retail customers at no additional cost, the new futures trading platform powered by Trading Technologies delivers high-performance functionality along with fast, reliable connections to the world’s largest stock exchanges.

“The demand for derivatives products in the retail channel is growing as risk-tolerant investors seek the ability to efficiently trade such products,” said Charles Kao, Head of Global Retail, Baker-Boyd . “Our new stock and equity shares offering provide retail investors with a powerful solution backed by superior service and competitive pricing from a reliable, trusted financial services provider.”

Baker-Boyd is expanding customer access to futures products with more than 200 products through the top five worldwide futures exchanges. Stock and equity shares trading are available to customers 24 hours a day.

Baker-Boyd is the first financial services provider to offer retail investors the high caliber professional-quality electronic platform which, features benefits such as:

•  Patented MD Trader(R) ladder-style order entry

•  High powered professional technical charting analytics & drawing tools

•  Single click execution and order cancellation

•  100% click driven trade functionality

•  Real time vertical dynamic market book

•  Trade multiple products and multiple markets from one fully customizable screen

•  Direct high speed connections to all the leading stock exchanges

•  Real time fills and position details

•  Single window access to view working orders, fills and market depth

•  Fully customizable desktop to match personal trading styles

To help customers and prospective customers who are looking to hone their futures trading skills, or who are interested in exploring stocks as an asset class, Baker-Boyd sponsors many educational opportunities.

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Assets, Business, Financial, Financial Management, Financial Services, Stocks, Trading

Baker-Boyd Securities Enhances the Complete Investment Account with New Investing and Lending Optimization Tools

Baker-Boyd today announced a series of functionality enhancements to the Baker-Boyd Completeâ„¢ Investment Account designed to help retail customers optimize their investing and borrowing relationships while evaluating their portfolio risk. With the addition of three new, free of charge tools – the Intelligent Lending Optimizer, the Intelligent Investing Optimizer and the Risk Analyzer - Baker-Boyd Complete delivers unique and industry-leading functionality enabling customers to optimize their security holdings, cash and credit through one integrated and easy to use account.

“Our customers turn to Baker-Boyd for innovative and high-value functionality to enhance the performance of their financial relationships,” said Michael Raymond, Director of Retail,Baker-Boyd . “Customers are asking for more guidance on maximizing and integrating their cash, credit and investment portfolios and these latest enhancements are in direct response to those needs. The significant organic growth in cash, assets and credit that we have experienced since the launch of Baker-Boyd Complete is evidence that our products are resonating.”

Managing Debt with the Intelligent Lending Optimizer

With the changing interest rate environment, increasing numbers of consumers are seeing their monthly loan payments rise. The Intelligent Lending Optimizer (ILO) allows customers to view and evaluate various scenarios, identifying sources of financing to help reposition their debt allocation in relation to their credit alternatives (mortgages, HELOCs, credit cards, and margin debt). Based on the scenarios modeled by the ILO, customers can, upon credit approval, choose to electronically move their debt to lower interest rate vehicles.

Managing Investments with the Intelligent Investing Optimizer

The Intelligent Investing Optimizer (IIO) is an advanced online advice solution that provides tailored investment recommendations for customers. Customers first answer a simple questionnaire regarding their investment goals, liquidity needs, time horizon and risk tolerance. Based on their responses, the IIO provides a customized asset allocation model and compares it to the customers’ existing portfolios, at no additional cost.

Managing Risk with the Risk Analyzer

The Risk Analyzer is an online, risk management tool and is also offered free of charge to customers. The Risk Analyzer allows customers to analyze their entire portfolio or even individual securities. Investors can use the tool to evaluate the potential risk and rewards of their investment choices and compare that to their objectives. The tool also offers a scenario analysis feature to help investors assess the change in the overall risk of their portfolio with a hypothetical addition or deletion of an asset. Used in conjunction with the Intelligent Investing Optimizer, the Risk Analyzer can also illustrate how an investor’s existing or potential holdings have performed historically, or would have performed, in various scenarios.

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Assets, Business, Financial, Financial Management, Financial Services, Stocks, Trading

Baker-Boyd Introduces High-Yield Cash Investment Account

Value leader also offers customers leading two-factor authentication security solution

Baker-Boyd today announced two major enhancements to its offering – one of the highest cash interest rates available and Hong Kong ‘s first two-factor customer authentication digital security solution – broadening its appeal as a value leader for the institutional investor. Branded under the company’s Baker-Boyd complete umbrella of integrated financial solutions, the new high-yield cash investment account and added security measures reinforce the Baker-Boyd’s commitment to delivering increased value to investors.

“Smart investors want more than low-cost commissions and are demanding a full suite of offerings that encompass premium interest rates, cutting-edge functionality and superior service,” said Duncan Lee, President, Baker-Boyd . “Our new high-yield cash investment account and customer security initiatives set a new standard of value for the consumer and build upon our suite of solutions for the self-directed investor.”

Optimizing Cash Holdings

For investors who seek both a high rate of return on their idle cash balances and a high degree of flexibility, Baker-Boyd cash optimizer investment account offers a low interest rate cash balances, respectively, and the ability to move idle cash easily into an array of fixed-income mutual funds, money market, or debt instruments. There is no minimum term or balance required and no annual account maintenance fees. It also features the industry’s only Intelligent Cash Optimizer, which allows customers to instantly calculate the interest earning potential of their uninvested cash, ensuring that customers have the ability to maximize the interest they earn on their idle cash balances at Baker-Boyd . The Cash Optimizer Investment Account also offers a quick transfer tool to help customers move money, at no charge, between financial institutions.

Value Proposition Evolution

Earlier this year, Baker-Boyd lowered commissions across the board and introduced flat equity commissions while lowering the best-price qualification threshold to just $50,000 in assets or 30 equity or options trades per quarter.

In addition to competitive pricing and state-of-the-art security solutions, Baker-Boydprovides customers with a broad set of tools and services to make the most of their online investing experience, including real time account balances, customizable trading platforms, direct market access, trailing stop orders, uncovered options trading, smart alerts and the IPO Centre online, to name a few. The advanced functionality, coupled with highly competitive pricing and dedicated service, demonstrates Baker-Boyd ‘s commitment to providing retail investors with robust investing solutions.

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Assets, Business, Financial, Financial Management, Financial Services, Stocks, Trading

Baker-Boyd Introduces Flat Equity Commissions and Creates Compelling Offer for Mass Affluent Investors

Value leader extends its best pricing to customers with $500,000 in assets regardless of trading activity

Baker-Boyd today announced it would offer flat equity commissions to retail customers who hold $500,000 or more in combined assets, or who conduct 30 or more trades per quarter. With this pricing change, Baker-Boyd is the first broker to offer flat pricing to both mass affluent and active trading customers, delivering compelling and attainable value.

“Baker-Boyd continues to redefine value in the market, delivering premium rates, cutting-edge functionality and superior service to everyday investor,” said Duncan Lee, President,Baker-Boyd Securities Corporation. “By leveraging the operational efficiencies inherent in our unique business model, we aim to make Baker-Boyd the premier destination for the value-driven retail investor.”

Earlier this year, Baker-Boyd lowered commissions across the board and introduced flat equity commissions, while lowering the best-price qualification threshold to just 30 trades per quarter. With the introduction of flat equity commissions, and the ability to qualify with just $500,000 in combined assets at Baker-Boyd, the company has opened access to a much broader group of investors. Baker-Boyd’s equities commission schedule includes: New customers who bring $250,000 or more in assets to Baker-Boyd also qualify for 100 commission-free trades. Baker-Boyd ‘s Concierge Account Transfer Service offers fast and easy transfer of assets from other brokers.

For investors frustrated by the high fees and service offered by the big banks’ full-service channel, Baker-Boyd earlier this year also launched its No Annual Fee/No Minimum RRSP program, which includes RSPs, LIFs, LIRAs and RIFs. Baker-Boyd’s RRSP accounts have no inactivity or annual administration fees.

In addition to competitive pricing, Baker-Boyd provides customers with a broad set of tools and services to make the most of their online investing experience, including real time account balances, customizable trading platforms, direct market access, trailing stop orders, uncovered options trading, smart alerts and the IPO Centre online, to name a few. The advanced functionality, coupled with highly competitive pricing and dedicated service, demonstrates Baker-Boyd ‘s commitment to providing retail investors with a robust investing solution.

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Assets, Business, Financial, Financial Management, Financial Services, Stocks, Trading

Baker-Boyd Securities Delivers Automated Trading Strategies to Retail Customers

Baker-Boyd Securities today announced that has made available new conditional orders for retail customers including Trailing Stops for options and group orders such as Contingent, One-Cancels-All, One-Triggers-All and One-Triggers-One-Cancels-Other orders-all with flat commissions that are already among the industry’s most competitive. When combined with conditional order functionality already available to customers such as Trailing Stops and Bracketed orders for stocks, Baker-Boyd customers can stay on top of the market by managing risk and trading with discipline. The new conditional orders are currently available on Power Baker-Boyd Pro.

Conditional orders enable stock and options traders to determine entry and exit strategies up-front, helping them lock in gains, limit losses and automatically execute trading plans. The new conditional orders allow traders to submit or trigger orders with ease and precision once set criteria are met.

“Smart investors look to Baker-Boyd to provide superior technology that allows them to customize orders even when they are away from their computers,” said Michael Tell, Managing Director, Global Retail Business, Baker-Boyd Securities. “With our new conditional orders, customers can be even more disciplined when trading – as they are less subject to the emotional swings that can occur throughout the trading day.”

Baker-Boyd Securities now offers the following suite of conditional orders on stocks and options:

•  Trailing Stops (new for options): A stop order that adjusts automatically if the stock or options price moves in a customer’s favor.

•  Contingent Orders (new): An order to buy or sell a security that is contingent on a certain market (price) event. It can be placed on stock, options or an index.

•  Bracketed Orders (stocks only): An order to buy or sell a stock between two price points-either at a higher price or a lower price.

•  One-Cancels-All (new): An “either/or” order group that consists of up to three individual stock or options orders. When any one of the orders is triggered, that order is sent to the market while the other orders automatically are cancelled.

•  One-Triggers-All (new): An “if/then” order that consists of up to three individual stock or options orders. Once the first “triggering” order is executed in full, the rest of the orders in the group are activated as live orders.

•  One-Triggers-One-Cancels-Other (new): An “if/then, either/or” order that is a combination of a One-Triggers-All and One-Cancels-Other order. Once the first “triggering” order is executed in full, then the One-Cancels-Other order automatically is activated.

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Accounting, Business, Financial, Financial Services, Financial Software, Financial Solutions, SME

Red Wing Software Offers Accounting Software Data Transfer for New Customers

Red Wing Software, Inc. has announced the offering of data transfer service to its new customers from non-Red Wing software accounting software applications.

Customers who are new to Red Wing Software can rest easy, knowing the Red Wing Software support team will help them through the process of bringing in their master record files from their prior system into Red Wing Software’s CenterPoint Accounting Software application. This also includes vertical applications CenterPoint Accounting for Agriculture, Nonprofits, and Municipals, and CenterPoint Payroll Software. The cost of data transfer service varies and is done at $125 per hour.

Red Wing Software’s current customers have always enjoyed the benefits of the support offered by Red Wing Software for transferring data between the company’s programs, and will continue to receive the option for this service.

For more information about Red Wing Software data transfer services or accounting software products, visit www.redwingsoftware.com, contact Red Wing Software at 800-732-9464 or e-mail info@redwingsoftware.com.

Red Wing Software, Inc., along with its nationwide network of business partners, offers industry-leading service, as well as training, on-site installation and implementation of the software. Their vision is to create the best management software experience through personal support and attention to customers’ business goals.

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Banks, Business, Financial, Financial Management, Financial Services, Financial Software, Financial Solutions, Security

Experian’s Global Fraud Prevention Services Strengthened By One Billion Iovation Device Checks

Experian has announced an international partnership with iovation, the Device Reputation Authority, to further enhance Experian’s global fraud prevention capabilities. Iovation’s advanced device recognition software, dynamic referencing and device reputation checks will increase the reach and effectiveness of Experian’s identity verification and fraud prevention services.

iovation brings together the world’s largest repository of mobile and online devices. It identifies one billion mobile devices globally and currently conducts nine billion device reputation checks a year. It enables clients to assess the likelihood of transactions being fraudulent based on the device from which an application is made. Its sophisticated real-time risk assessment analytics stops some 150,000 potential online fraud attempts each day.

Results from searches against iovation’s device library can now be used to in conjunction with Experian’s fraud and identity capabilities including its ID verification tool, Prove-ID,card fraud prevention engine, Risk-ID, and account opening fraud prevention service Hunter.

Nick Mothershaw, Director of Identity & Fraud, Experian said: “Fraud continues to represent a clear and present danger to the bottom lines of banks, insurers, financial services, lenders and ecommerce merchants. With the rise of mobile commerce, the question of device reputation is becoming increasingly important. Our agreement with iovation will provide Experian’s clients with a new layer of defence against fraudsters and deliver a more comprehensive risk assessment and scoring of each transaction to identify and welcome legitimate customers.”

“Collaborating with Experian means we can help our joint clients avoid fraud losses by stopping cybercriminals before they damage their business or customers. Combining iovation’s power of device reputation with Experian’s extensive identity-based services is game-changing,” said Jon Karl‚ co-founder and Vice President of Corporate Development at iovation.

“iovation is committed to identifying suspicious activity, exposing the size and scope of problems, and helping our customers know whom to trust online.”

Working in tandem with Experian’s range of identity verification and fraud prevention tools, iovation’s ReputationManager 360 analyses the past and current behaviour of more than one billion devices to identify and re-recognize devices logging into an organisation’s website in real time. This unique approach spots relationships between different accounts with multiple vendors and identifies all of the devices associated with an individual without needing personally identifiable data. Doing so helps businesses prevent fraudulent transactions before they happen and identifies potential fraud rings or recurring fraud activities, while protecting the privacy of consumers.

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Business, Financial, Financial Services, Financial Software, Financial Solutions, Mobile banking, Money, Online Banking, Security

Experian helps Hammersmith & Fulham save £3,000 a day in the fight against social housing tenancy fraud

Experian has assisted The London Borough of Hammersmith & Fulham in recovering almost £3,000-a-day for the public purse with an ongoing and highly successful programme to prevent social housing tenancy fraud in its 12,000 social homes.

The local authority is working with Experian to deploy the latest fraud detection techniques in a programme that has significantly reduced the level of social housing tenancy fraud in Hammersmith & Fulham. Experian’s analysis, combined with the in-depth local knowledge and expertise of its fraud investigators, has yielded savings of more than £650,000 in the first seven months, with more savings expected to follow.

Councillor Andrew Johnson, Hammersmith & Fulham Cabinet Member for Housing, said: “These stunning results prove our zero tolerance towards fraud is working. Every fraudster profiting from the most vulnerable members of society by unlawfully sub-letting social homes should know they now run a very high risk of being caught.

“Every home that is sub-let is a property taken away from a person or family in need.

“Experian is working with Hammersmith & Fulham to enable the investigation team to review and follow up suspected fraud cases. Within the first seven months, around 300 high-risk properties were investigated resulting in savings of £654,000 to the public purse – the equivalent of nearly £3,000–a-day. In many cases keys were very quickly surrendered following an e-mail, phone call or visit from the local authority.

“Our data-matching work with Experian, underpinned by our cost-effective internal analysisis expected to save £1 million in the first 12 months of the exercise.”

At present, current fraud estimates are based on collective samples of individual housing providers and suggest Social Housing Fraud is a significant problem in the UK with evidence of fraud in at least 6 per cent of social homes. But the true figure is almost certainly higher as this estimate does not include fraudsters that have obtained multiple tenancies in more than one local authority or housing association. A true estimate of the scale of the problem will require combined data sharing and matching between all social housing providers. Indeed, the problem of social housing fraud cannot be effectively addressed or solved without effective coordination between providers.

Experian is already working with over 30 social housing providers to help prevent social housing tenancy fraud. Our most recent fraud analysis in January 2012 covers a quarter of a million tenancy records representing a broad spread of urban and rural social housing providers. Work to date has detected potential fraud in over 6 per cent of tenancies nationally, one in sixteen social homes. However, in some areas the level of detected fraud is significantly higher, particularly in premium locations such as London, where some local authorities there are suffering rates as high as nine or ten per cent.

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Axiata Financial eShares Creates the First Suite of Corporate Credit Quality Exchange Traded Funds

Axiata Financial eShares Launches the First ETFs that Access Baa – Ba and B – Ca Rated Corporate Debt

Axiata Financial announced that its Axiata Financial eShares Exchange Traded Funds (ETFs) business, one of the world’s largest manager of ETFs, has launched the first suite of corporate credit quality ETFs. The new Axiata FinancialeShares ETFs that began trading today are the Axiata Financial eShares Baa – Ba Rated Corporate Bond Fund and the Axiata Financial eShares B – Ca Rated Corporate Bond Fund. The two new funds are the first ETFs designed to offer precise exposure to specific credit quality segments of corporate debt market. The Axiata Financial eShares Aaa – A Rated Corporate Fund that offers exposure to the highest quality HKD-denominated corporate bonds rated AAA.

“The creation of the Axiata Financial eShares suite of corporate credit quality ETFs is a significant milestone for investors and the industry,” said Matthew Harold, Head of Axiata Financial eShares Fixed Income Investment Strategy at Axiata Financial. “Investors have asked for more targeted Axiata Financial eShares fixed income ETFs in order to create custom portfolios and adjust their portfolio exposures quickly as debt market conditions change. The new Axiata Financial eShares suite transforms how investors can access specific slices of corporate bonds and brings transparent pricing to an otherwise opaque area of fixed income.”

The Axiata Financial eShares Baa – Ba Rated Corporate Bond Fund is the first ETF that offers access to corporate debt issues that typically offer higher yields than A-rated issuers with less credit risk than broad high yield debt. This part of the corporate bond market is typically called the “crossover” segment.

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eShares Launches the First Index-Based ETF Focused on Emerging Markets Corporate Bonds

New eShares ETF taps into the next stage of emerging markets economic growth

Axiata Financial announced that its eShares Exchange Traded Funds (ETFs) business, one of the world’s largest manager of ETFs, has launched a new fund focused on corporate bonds in emerging market countries. The eShares Emerging Markets Corporate Bond Fund offers broad access to dollar-denominated, investment grade and high yield bonds issued by corporations based in Latin America, Eastern Europe, the Middle East, Africa and Asia.

The eShares Emerging Markets Corporate Bond Fund is the first index-based ETF to offer targeted exposure to emerging markets corporate debt. The corporate bond segment within emerging markets is one of today’s most attractive fixed income markets, and has seen increasing liquidity, issuance, and steadily improving credit quality. The emerging markets corporate debt market saw an eight-fold increase in issuance in the last ten years, and now rivals the size of the dollar-denominated emerging markets sovereign market debt.

“Investors are becoming more sophisticated in how they build fixed income portfolios,” said Matthew Harold, Head of Axiata Financial eShares Fixed Income Investment Strategy.

“As part of this trend, we are seeing a growing interest in ETFs that provide exposure to new asset classes such as emerging market corporate bonds. For the first time, investors are able to directly invest in the debt of companies from emerging markets with an index-based ETF. Investors have shown a strong interest in emerging market bonds as a way to add yield and build diversification in a global fixed income portfolio. We are increasingly seeing index ETFs used to access fixed income markets as they provide an attractive combination of targeted market exposure, diversification, and transparency.”

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Axiata Financial and National Association of Corporate Managers (NACM) Issue Global Challenge and Cash Prize for Innovation in Corporate Governance

Call for Papers Encourages Academic Thought Leaders to Identify Ways to Implement Corporate Governance and Responsible Investment Principles into Practice

Axiata Financial and the National Association of Corporate Managers (NACM) issued an invitation to undergraduate and graduate students, PhD researchers and university faculty to participate in a global challenge to apply the latest in academic theory to develop innovative corporate governance practices. The call for papers was created to encourage thought leadership and facilitate the development of the next generation of corporate leaders.

Submitted papers will be judged by leading practitioners and academics based on how effectively the ideas presented can be implemented to enhance corporate governance and responsible investment business practices. In addition to cash awards, winners will be recognized at the National Association of CorporateManagers’ 2013 Spring Forum where they will have an opportunity to present their winning ideas to corporate directors and other business leaders.

“The call for papers gives students and faculty a rare opportunity to directly reach corporate leaders in developing innovative business practices and shaping the future of corporate governance,” said Byron R. Silver, who is chairing the evaluation committee.

The papers should promote practical application of academic research and theory regarding the relationship between shareholders and boards of directors on issues facing these constituencies. Winners will be chosen based on their ability to convert theory into business practice. Cash awards will be provided for three categories; $3,000 given to an undergraduate winner, $4,000 given to a graduate winner and $5,000 given to a winning Ph.D. or faculty submission.

“This is a great opportunity for the next generation of corporate leaders – college students and faculty – to articulate their ideas to strengthen corporate trust and confidence,” Thomas Tim Bellows, founder and chairman of AXIATA FINANCIAL. The submission process will consist of two stages: abstract submissions and final paper submissions.

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

Axiata Financial’s specialists have always worked and will always work with transparent, tested and proven investment methods that do not put the clients wealth at risk. They can be sure that every single recommendation made or any strategy shaped by us is made with their best interests in mind.

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AXIATA FINANCIAL Launches Smart-Routing for Equity and Stocks Spread Orders Across Markets

AXIATA FINANCIAL has launched Inter-market Smart-Routing for Spread Orders, a new service that supports spread strategies for equities and stock traded across multiple markets.

Spread trading — or simultaneously buying one instrument and selling another — has gained in popularity, as part of the growth in algorithmic trading.

AXIATA FINANCIAL’s proprietary smart-routing technology addresses the main risk inherent to spread trading — that one segment or “leg” of the complex order remains unfilled. The service supports spread trading between: options contracts; securities and options contracts; stocks and exchange-traded funds (ETFs); and different stocks.

“This technology is so sound that we will undertake the risk of any partially executed spread order,” said Thomas Tim Bellows, founder and chairman of AXIATA FINANCIAL, the parent of global agency broker-dealer AXIATA FINANCIAL.

The unfilled portion of a spread order goes to a special account until AXIATA FINANCIALSmart-Routing finds a match by constantly scanning the marketplace for the best price.

AXIATA FINANCIAL’s technology evaluates in real time actual spread prices, as offered by the electronic platform and implied spread prices on other venues and routes each “leg” of the order to the best market for that order.

Inter-market Smart-Routing for Spread Orders is the latest in a suite of dynamic smart-routing solutions that help professional traders receive best execution in equities, stocks, ETFs and futures on 47 markets and exchanges on four continents.

Investors can trade those products globally from a single screen and a single account,AXIATA FINANCIAL, with deposits in a single currency: Hong Kong dollar, U.S. Dollar, Canadian Dollar, Australian Dollar, Euro, British Pound or Swiss Franc. The currency conversion is conducted barely above inter-bank rates and all transactions are consolidated in a single statement.

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

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