Tag Archives: brokers


Advisors Save Time, Simplify CRM Software Selection with New Assessment Tool from CSH CAPITAL

CSH CAPITAL offers advisors a new Customer Relationship Management (CRM) software assessment tool designed to cut the guesswork out of choosing a CRM vendor.

“Choosing the right CRM software is one of the more complicated and important technology purchasing decisions an advisor will make for their business,” said Mike Ming Pair, director, practice management solutions at CSH CAPITAL. “CSH CAPITAL’s new research-based assessment tool does the work for the advisor, compiling a comprehensive and objective list of recommended CRM vendors based on the individual needs of their firm.”

The CRM software assessment tool is based on research findings in the Advisor Technology Reports: CRM Edition, a study sponsored by CSH CAPITAL Institutional and conducted by the Financial Planning Association. Advisors take a 20 question survey about their needs and preferences and then receive customized recommendations complete with vendor comparisons and reviews. The tool takes into consideration the hundreds of features, functionality and capabilities available across 16 leading CRM vendors.

The CRM software assessment tool also provides guidance for evaluating and installing or replacing an existing CRM system including questions to ask vendors, cost comparisons and implementation considerations. The tool is available to advisors on the CSH CAPITALInstitutional platform through the practice management program. Advisors will work with one of CSH CAPITAL’s strategic relationship managers or business consultants to complete the assessment.

“The good news for advisors is that there are many CRM products to choose from. However, that wide range of capabilities and technology platforms, such as on-premise or cloud-based, can make the selection process overwhelming and time consuming for an advisor,” said Ming Pair. “Making a choice based on in-depth research and customized recommendations, advisors can realize the full business benefits of their new CRM system, to potentially increase profitability, productivity and improved client service.”

Via EPR Network
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One of CSH CAPITAL’s Founders Joe Chang Lee to Retire from Board to Concentrate on Entrepreneurship and Philanthropy

Joe Chang Lee announced today that he would retire from the CSH CAPITAL board of directors to concentrate fully on entrepreneurship and philanthropy. Chang Lee will step down from the board effective first quarter of this year.

Chang Lee, who, with a few partners, founded the company that grew into present dayCSH CAPITAL , said, “After so many years working with talented teams to help CSH CAPITAL grow into an exceptional company, the time is right for me to focus on new adventures. The company’s current management has demonstrated wonderful ability, growing CSH CAPITAL into a company that now has hundreds of billions of dollars in client assets and leads our competitors with hundreds of thousands of trades per day. This management team is my Dream Team, and not just because they are taking us to the 2012 London Olympics. I believe the company is well positioned to continue delivering a world class client experience while building value for shareholders.”

Chang Lee remains the largest individual shareholders of CSH CAPITAL. Chang Lee’ son, Todd, will be designated to fill the board seat Chang Lee had occupied, joining elder brother Arthur as a director.

Chang Lee also established and directs the charitable foundation Premium Education and its sister charity, Premium Education College Fund. Additionally, he founded Ending Spending, a policy advocacy group focused on reducing excessive government spending.

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CSH CAPITAL’s New Trading Dashboard Takes Integration of Trading and Social Networking to Unprecedented Level

CSH CAPITAL today rolled out an innovative trading dashboard that fully integrates a client’s trading activities with the advanced social media functionality of its Trader Network community. Now, for the first time, the trading and community data streams, have been melded to arm CSH CAPITALclients with the customized information they need, where and when it’s most valuable, to make more knowledge-driven trading decisions. In addition, the firm launched a set of user interface (UI) enhancements for its Trader Network social community, based directly on client feedback and preferences.

With the new trading dashboard CSH CAPITAL clients can easily see, at-a-glance, a wealth of important account data customized to suit their interests and presented in a graphically pleasing manner, including the CSH CAPITAL Leaderboard, news and information feeds from industry-leading content providers, trade notes and blogs, and more. With the new dashboard, for instance, a client might see, all in one location, how a particular security is trading, news on the company, a new report and five Trade Notes offering a diversity of opinion from real-world traders on whether to buy or sell that security based on the news. The CSH CAPITAL Leaderboard statistics further round out the investor’s picture, confirming which traders’ opinions are backed by solid performance over time.

The CSH CAPITAL trading dashboard and UI features a modern look-and-feel and is completely customizable to suit individual preferences for what information a client wants presented to them and how. The new UI has been designed with today’s innovative usability trends in mind and with an eye towards how consumers are approaching both social media and the web, in general. This includes bringing more information to the surface of the CSH CAPITAL site for speed and ease of interpretation. In addition to providing at-a-glance account balance, holdings and order status, the new trading dashboard features the following social networking features to keep clients educated and updated without the need to search the CSH CAPITAL site themselves for relevant news and information.

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CSH CAPITAL Launches Trade Engineer

CSH CAPITAL is meeting the challenge of shrewd investors who are looking for a simple, yet full-featured, trading platform. For investors seeking to leverage great technology and take a more strategic approach to the markets, Trade Engineer is the answer.

Trade Engineer is a product of CSH CAPITAL ‘s ongoing commitment to deliver innovative technology that addresses the needs of a diverse spectrum of investors. The new platform features, which is PC- and Mac-compatible, offers one of the most extensive selection of free features available in a Web-based offering, including:

•  Free premium news including indices real-time news

•  Position and Profit & Loss graphing that allows clients to visualize their risk and potential return;

•  Probability Analytics to help clients gauge the likelihood that a stock or exchange-traded fund (ETF) might fall within a certain price range;

•  Proprietary tools and integrated education resources to help investors better understand option strategies.

•  Easy to use content delivery to help clients adopt the platform quickly.

“Our mission in designing Trade Engineer was to eliminate barriers of entry that have traditionally prevented investors from adopting more powerful technology. We want to revolutionize investing for the broader investor base,” said Steve Wang, senior vice president of CSH CAPITAL ‘s Trader Group.

Trade Engineer is all about power, simplicity and value. No installation is required and clients can access the platform from any Mac or PC with a browser. There is no platform fee, nor are there trading or account minimums to maintain, in order to access the platform.

“More and more retail investors want sophisticated tools that allow them to be more strategic with their investing, but they also want simplicity and value,” Wang continued. “Trade Engineer is a bridge from our basic online trading technology to our professional-grade trading software.

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CSH CAPITAL Surveys the Future

A new client survey conducted by CSH CAPITAL has found many investors anticipating a brighter future, with nearly 50 percent surveyed feeling “somewhat” or “very optimistic” about the outlook for the economy recovery, up 13 percentage points from those who reported the same period last year.

Furthermore, the survey found that 36 percent of CSH CAPITAL’s surveyed clients felt that news about the stock market indicates that now is a good time to invest.

“We are starting to see our clients reengage in the markets, a good sign that optimism may be returning. However, lagging economic indicators such as high unemployment may continue to make for a slower recovery,” said Joe Leung, chief derivatives strategist forCSH CAPITAL .

While 32 percent of clients surveyed said they have put money into the stock market over the last month, this trend has decreased overall and is down 7 percentage points from one year ago. Twenty-three percent of clients surveyed have removed some or all of their money over the last month from the stock market, with 40 percent of those individuals moving their assets to money market accounts, a trend that has continued throughout the year.

Other key findings from the survey include:

•  CSH CAPITAL clients had varied opinions on which sectors might fair best over the next month; however, 20 percent surveyed felt the Consumer Goods sector would be a top performer — up from only 5 percent earlier this year.

•  Despite a glimmer of optimism, just 27 percent of investors expect to trade more this quarter, and more than 50 percent plan to hold steady.

•  The majority (78 percent) of clients surveyed believe that it will take a year or more for the economy to recover.

•  Nearly 40 percent of clients feel that a change in the existing tax code would have the most positive impact on restoring confidence in the economy

•  Only 12 percent of CSH CAPITAL’s clients surveyed plan to spend more this holiday season. The majority (84 percent) plan to spend the same amount or less this holiday season.

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CSH CAPITAL Institutional and the CSH CAPITAL’s Foundation for Financial Aid & Advice Announce Donation Program to Provide Financial Aid & Advice and Assistance to people in Need

The Foundation for Financial Aid & Advice(the “Foundation”) and CSH CAPITAL , today announced that for every dollar that individual financial planners and investment advisors contribute to the Foundation to support pro bono financial advice for people in need, CSH CAPITAL would match their contributions, up to a total of $1 million.

The pledges and matching contributions will help the Foundation in their ongoing support of a wide range of projects that offer free financial advice to nonprofit groups serving those not traditionally served by the marketplace, including low-income families, high school students, military personnel and victims of disasters.

“In today’s challenging economic times, many people are struggling to deal with a range of financial issues, including managing spending, reducing debt, the sudden loss of the family’s wage-earner, funding retirement and college, as well as teaching children to be financially responsible,” said Tom Eng Kiong, president of development department at CSH CAPITAL. “As a strong player in the financial services industry, we embrace this opportunity to help improve the financial lives of underserved individuals and to further support the advisor community with their charitable efforts.”

“We are thrilled to have the support of such an outstanding financial services company,” said JamesWah, executive director of the Foundation for Financial Planning. “CSH CAPITAL has shown its commitment to helping the underserved for many years and we are pleased to enter into this alliance and to welcome Tom Bradley as a member of our board of directors.”

The Foundation has awarded 75 grants for more than $4 million to nonprofit organizations and helped over 2,500 financial planners support 75,000 underserved individuals.

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CSH CAPITAL Attracts Record Number of Breakaway Brokers

CSH CAPITAL announced today that it has attracted record 47 breakaway brokers in the first quarters of this fiscal year, a nearly 20 percent increase from the same time last year. Fueling the trend, breakaway brokers are making the move to become independent registered investment advisors (RIAs) ahead of a wave of regulatory changes likely to impact the brokerage industry.

“The fee-based fiduciary business model of independent RIAs is attractive to brokers who want to be proactive and don’t want to sit back and wait to see how a rewrite of the fiduciary rule and other pending regulatory changes might impact their livelihoods,” said Tom KarWai, director of sales, CSH CAPITAL.

“Going independent by establishing a firm or joining an existing RIA is a preferred path for advisors, especially as more investors turn to the independence and objectivity of the RIA model for help managing their wealth.”

CSH CAPITAL’s advisor in transition support services include:

•  Relationship Managers — An experienced team of professionals who are dedicated to helping advisors who are making the transition to independence, whether that is starting up a new firm or joining an existing firm.

•  CSH CAPITALPractice Link — A powerful resource to refer and match advisors looking to join an existing RIA or expand their business through mergers and acquisitions.

•  Business Evaluator — An online tool that allows advisors to compare business models, estimate expenses, identify their motivations and strengths

•  Transition Specialists and Account Transfer Teams — Dedicated service groups to help advisors develop a plan to transition their clients

•  Broker/Dealer Network — This flexible service helps ease the transition and maintenance of advisors’ commission-based business.

•  Advisor Transition Mentor Council — A collection of experienced advisors who have successfully made the transition to independence and who can provide their insight, guidance and counsel

•  Transition News

•  Webcasts and Case Studies

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The Choice Of His Broker Binary Options

The choice of his broker of binary options can sometimes be very complex, especially if we begin and if we do not still know the world of the on-line investment. The strategie-binaires.com site helps you to make the best choice.

Before beginning to trade by means of the binary options, it will be necessary for you to pass by an indispensable stage, the choice of your broker or on-line broker. Now, the brokers proposing this type of investment being more and more numerous on internet, the choice can sometimes turn out complicated, especially when we begin. It is then to help you to make the best possible choice that the strategy-options.com site decided to help you by explaining to you what are elements important to compare between each of the offers. Know besides that strategy-options.com also realized a comparative degree of the main brokers with for each of them precise explanations regarding their advantages and inconveniences.

In the meantime, here are some rules simple to apply during the choice of your partner broker of binary options:

The general characteristics of the brokers of binary options:

Before interesting us in the technical details, it is essential to have a particular attention on the general characteristics proposed by the broker whom you will choose.

According to your budget, you will also have to look at the conditions of deposits and at the minimum amount asked for each of the proposed options. Useless indeed to ruin you in a single investment there where other brokers will ask you for a less important amount of transaction. Once this detected information, you can also take into account offers of welcome proposed by the quasi-totality of the on-line brokers. These offers can take various forms (bonus of deposit, refund of the losses) and asks an in-depth study to determine which one is the most interesting. For that purpose, consult the present general conditions on the concerned sites. Do not also forget to verify expenses connected to the cash withdrawal and the extensions announced in this direction.

Finally, to guarantee you a legal resort in case of dispute, think of choosing only the brokers being approved by the European authorities in on-line investment and in brokerage.

The technical characteristics to be verified:

Once the general characteristics were studied and the best offers were brought out of the lot, you can proceed to a study of the technical constituents of each of the brokers. For that purpose, you have to know the main platforms of trading proposed on the market or inquire with the broker when this one developed only the technical solution. Among platforms the most spread on the market, we find very qualitative Metatrader who offers possibilities of evolution and very interesting programming for little that we are able of establishing complex strategies.

In every case, opt even there for a platform completely translated or developed in English to guarantee you an optimal use of each of the given tools.

Concerning these tools, their number and their quality also varies from a platform to the other one. To know which one of these platforms will offer you the services which you really need, think of determining in advance a list of indicators which seem to you essential in good investments. Useless indeed to block you of superfluous tools which will finally return your transactions less intuitive and more complex, especially if you are novices in trading. Before choosing a broker of binary options, think of testing systematically their platform thanks to the accounts of demonstration.

To know the main brokers of the market and their advantages and inconveniences, consult our evaluations on www.strategy-options.com.

Via EPR Network
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Mortgage Application Xpress by Woolwich

Woolwich has announced the launch of a new mortgage sales tool ‘Mortgage Application Xpress’ (MAX) which gives a faster, simpler and more efficient way to do business online. The new tool allows brokers to be able to confirm mortgage decisions at point of sale, certify ID and proof of address online, leading to speedier mortgage offers.

The new MAX tool from Woolwich will save mortgage brokers time as it’s a one stop mortgage application process, it is also intuitive so helps removes duplication and the potential for errors as well as telling the broker exactly which documents are needed to submitted with the application.

David Finlay, Woolwich intermediary business director said: “This strengthens our promise to the intermediary market to build on our service. The latest online sales tool is a result of feedback from intermediaries to provide them with a single platform for all mortgage sales related activities.”

Key features of MAX:

  • Mortgage decision at point of sale – an instant decision to give brokers confidence we can meet their clients mortgage requirements
  • ID and proof of address can be certified online
  • Application Credit Check (ACC)
  • Intelligent fields (so you can look up things like post and sort codes)
  • Notification of all documentation requirements at ACC stage meaning you save time
  • Intelligent, pre-population of data across multiple forms such as declarations, direct debits, cover sheet etc.
  • Intuitive, simple to use application forms
  • Slicker documentation and tools for example documentation that can be e-mailed to the customer, ability to save and file online, new quick calculations
  • Quick quote, Offset Calculator, BTL Illustrator

MAX is available on woolwichintermediaries.co.uk, brokers can find out more by contacting their IBM, calling 0845 070 1567 or visiting the Woolwich website to try the online demo. Brokers who are already registered for Woolwich’s online application systems will automatically have access to MAX.

The new site has recently been piloted by Contractor Financials, Mortgage Find and Concordia.

Via EPR Network

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