Business Intelligence: A process? A product? Both?

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Wednesday, April 23rd, 2014

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

Business Intelligence (BI) has been a buzz word in the industry for quite some time now. But several questions remain: What is BI? How do you achieve BI? And most importantly, how does BI translate into actually helping your business retain clients and grow into the future?..Read More »

4 Business-Friendly Options for Providing Clients with Healthcare, LTC Services

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, April 21st, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

This is a period of uncertainty for fee-based independent financial advisors. On the one hand, ‘robo advisors’ are seeing some success in attracting assets with their consumer friendly interfaces, readily accessible data and low-cost approach. On the other hand, aging Baby Boomers are increasingly turning to advisors for long-term care (LTC) planning and elder care information, advice that requires specialized expertise...Read More »

And the Definition of Obsolete Technology is…

Susan Glover, President, Susan Glover & Associates, LLC

While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked what the definition of “obsolete technology” is. The answer? “That’s a very good question.”..Read More »

How to Get Started Creating (or improving) your Advisor Workflows

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, April 15th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

During February SEI, Redtail Technology, ActiFi, and MoneyGuidePro announced an advisor workflow partnership. Workflows from a CRM system, a financial planning tool, and a custodial platform have been fully integrated with one another. Workflow, according to MoneyGuidePro’s Kevin Hughes, is a hot topic. After all, who among us doesn’t want to improve operational efficiency and spend more time on the higher-value-add activities?..Read More »


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 »

Healthcare Planning: Client Examples & Consequences of Not Planning

By ByAllAccounts, Podcast Series on Thursday, April 10th, 2014

ByAllAccounts, Podcast Series

ByAllAccounts recently hosted a webinar on healthcare advising in a rapidly changing market. This webinar featured experts in healthcare planning and insurance. Below is an excerpt from the webinar featuring Kathy Nalywajko CTFA, Business Development Executive at Legg Mason Investment Counsel...Read More »

Learning from Robo-Advisors

By Raef Lee, Managing Director, SEI Advisor Network on Wednesday, April 9th, 2014

Raef Lee, Managing Director, SEI Advisor Network

I’m a great believer in learning from the competition. For a firm to get going, you must have confidence and drive. But when the firm has grown, it is very easy for the confidence to turn into complacency and the belief that the current model will always produce results. The best way to remedy this affliction is to look outwards and check out what others are doing in your industry. Once you have seen the competition in action, it is easy to incorporate some of the best ideas into your plans for future...Read More »

Generational Wealth Transfers: How to Keep Your Clients

Kellan Finley, Managing Director, Insurance Decisions

Financial advisors often run into problems caused by generational wealth transfers. Traditionally the head of household was in charge of finding an RIA to help him or her make important financial decisions for the family. A problem arises, though, if the head of household dies; if there is no relationship tying the remaining members of the family to their financial advisor, they are likely to seek out their own. That is why it is in the best interest of an RIA to know everyone in the family he or she represents, and to form a relationship with each member...Read More »

5 Ways Robo-advisors Will Change the Way Advisors Work

By Raef Lee, Managing Director, SEI Advisor Network on Wednesday, April 2nd, 2014

Raef Lee, Managing Director, SEI Advisor Network

Even the name robo-advisor is derisive. It creates an image of uncaring, lack of humanity and inflexibility. It is the term that is now being broadly used by advisors to describe the new breed of technical startups (upstarts) that directly connect a technical-savvy investor with a suite of analytic tools that allow them to create their own financial plan or investment portfolio. A name this disparaging shows that advisors have some fear of this new model of financial advice...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 »

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