How Some Alternative Funds Producers are Building Infrastructure to Scale Efficiently

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, September 18th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

In the mid 1980s the costs of mutual fund trades were high. Over the past 25 years through services like Fund/SERV® from The Depository Trust & Clearing Corporation (DTCC), these costs have shrunk dramatically to mere pennies. DTCC’s Ann Bergin thinks the opportunity to increase operational efficiency in the alternative investments space is even better than the mutual fund market transformation...Read More »

Regulators Propose Rule Requiring Succession Plans

Peter McGratty CFA, VP Business Development, Pinnacle Advisor Solutions

You may have vacationed this summer, but your regulators did not! The North American Securities Administrators Association (NASAA) opened a public comment period running from August 1 to September 30th on a rule that would require financial advisors to put a succession plan in place. Some compliance consultants believe this new rule may be on the fast track and could be finalized before year-end...Read More »

ByAllAccounts' Oct 1st Webinar Reveals Key Insights on Today's Investor: Why do they hire and fire advisors?

By ByAllAccounts, Webinar Series on Tuesday, September 16th, 2014

ByAllAccounts, Webinar Series

KEY INSIGHTS ON TODAY’S INVESTOR: Why do they hire and fire advisors? Learn about other factors that have a more significant impact on retirement income than alpha and beta..Read More »

Do you need account aggregation? [Assess yourself now]

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, September 11th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Why should you use automated account aggregation? After all, according to the idiom – “if it ain’t broke, don’t fix it”. If you receive consolidated client reports for review meetings, you may not realize how many hours went into preparing them, time that could have been re-allocated to higher value-add activities. How will you scale without adding operations heads, as the firm adds new clients in 2015?..Read More »

What is Involved in an IT Security Audit?

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Companies are increasingly foregoing IT security audits, with the belief that these audits are unnecessary. But neglecting security audits can be suicide for a business. Just one breach can cost millions of dollars, leak valuable corporate information, or destroy the reputation of a company. There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments...Read More »

ByAllAccounts Reseller Spotlight Series: Archway Technology Partners

By ByAllAccounts Reseller Spotlight Series on Thursday, September 4th, 2014

ByAllAccounts Reseller Spotlight Series

Archway provides an enterprise Web-deployed solution called ATWeb that supports the accounting, investment management and reporting functions for single and multi-family offices, investment advisors and hedge funds. The software platform integrates a full general ledger with a portfolio management system to support portfolio, fund and partnership accounting...Read More »

Advisors and Not-For-Profit Boards

By Rosemary Smyth, MBA, ACC, Author on Wednesday, September 3rd, 2014

Rosemary Smyth, MBA, ACC, Author

There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments. They bring their strong financial background to the table and usually take on the role as of treasurer or part of the finance committee for the charity...Read More »

Do you know ByAllAccounts Aggregation Solution?

Don McHenry, Technical Relationship Manager, ByAllAccounts

Are you already using ByAllAccounts Aggregation Solution? During this webinar, you’ll learn more about Getting Started; Data Connectivity; How we deliver data; Security & Privacy. On Wednesday, September 10th 1:00PM EST, ByAllAccounts will be hosting a webinar on ByAllAccounts Aggregation Solution...Read More »

3 Tell-tale Signs Your Advisor Website Needs a Refresh

Maggie Crowley, Digital Marketing Coordinator,

In 2013, 67% of advisors we talked to said they were not happy with their existing websites. While it’s not realistic to redesign your firm’s website annually, the gaining pace in the tech world makes every website a constant work-in-progress. Taking on a new website project may not sound like a walk in the park, but a site redesign can have a lasting positive impact on any advisory firm...Read More »

How Financial Advisors Can Identify New CPA Relationships through Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Yesterday, I was speaking with an advisor who has a pretty awesome LinkedIn profile, and is now interested in proactively using social media for business development. His client base includes working professionals, so naturally, LinkedIn is a great place to begin networking. I suggested he review his clients’ profiles and connections to look for potential introductions and referrals...Read More »