Blog Entries in Account Aggregation

Blog Entries in Account Aggregation

Announcement

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Sunday, April 13th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As you are likely aware, a security vulnerability, dubbed “Heartbleed,” was discovered in recent versions of OpenSSL, which is used throughout much of the Internet...Read More »

Simplifying the Mystery Around Accessing Held-Away Account Data

Getting data into an account or a reporting platform can be a bit complicated. To start, you will need to decide among several types of data feeds when you are pulling in information. Consider your goals: Do you want to report only on your traditional custodial assets? Would you like to provide your clients with a holistic “total” view of all their resources so you can more completely advise them on their options?..Read More »

What data sources information do you need to get started with account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 27th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

As I speak with advisors, I find many who have made the business decision to begin using account aggregation to gather and report on outside assets. I would guess that most are already familiar with the benefits of aggregation. Some of these advisors, however, are hesitant to get started because they don’t know what information is going to be needed and don’t want to ask their clients for it. Today I’m going to lay out what you’ll need to know and how to gather it...Read More »

Want to learn more about ByAllAccounts? Visit us this week at the TD Ameritrade National Conference

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Tuesday, January 28th, 2014

In a recent Investment News article Sheryl Rowling, Principal of Rowling & Associates, said “ByAllAccounts helps capture 401(k) and other similar assets without banging the door down." Want to learn more about how we help advisors like Sheryl? Visit us in the VEO Integration area at this year’s TD Ameritrade National Conference...Read More »

How does the SEC feel about account aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Friday, January 24th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

If your fiscal year ended December 31st then someone is likely in the process of preparing to submit the ADV form to the SEC. Perhaps this is why I’ve received a few recent calls from attorneys asking about custody on behalf of their advisory clients. Or, maybe the recently issued Examination Priorities for 2014 is on everyone’s radar. In either case you may be wondering how the SEC feels about account aggregation. Let me answer that question for you...Read More »

How many accounts are enough to justify cost effective aggregation?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, January 7th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

One reason why account aggregation may not have made it to the top of your list is because you don’t know whether now is the right time to pull the trigger on it and justify the investment of time, and money, to get started...Read More »

Technology to boost customer service and lift AUM? It exists.

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 10th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

If I told you that an affordable technology could help you provide better service to your clients and increase your assets under management effortlessly, would you be interested? There is such a product, yet most advisers are not utilizing it. I'm referring to ByAllAccounts...Read More »

Turn “Left Behind” 401(k) Accounts Into IRAs That Increase Your AUM

By James Carney, CEO, ByAllAccounts on Monday, December 2nd, 2013

James Carney, CEO, ByAllAccounts

The data is readily available. And there’s a new way to use it to capture millions of investment dollars and increase your firm’s AUM. It’s really very simple: Right now, when many people change jobs, they often do not roll over the funds from their previous employers’ 401(k) into a new IRA. Instead, the money just sits there in the old 401(k)...Read More »

3 Ways Account Aggregation Can Help Your Practice in 2014

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, November 21st, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

In the past few years many RIAs have come to realize that clients with retirement accounts not currently being administered by one of their custodians represent a sales opportunity. By integrating these outside assets into rebalancing software they can better service clients and increase revenue if they choose to bill on those assets...Read More »

1 Way to Increase Client Satisfaction

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, October 9th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

New national survey shows that 55% of advisors who manage their clients’ held-away assets say it has increased client satisfaction. The market is shifting from comparisons with an industry benchmark to personal goal-based wealth management. This may help explain why 86% of financial professionals who took our national survey said reporting on all of a clients’ assets is Extremely/Very important, up from 72% in 2010...Read More »

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