Blog Entries by ByAllAccounts, Podcast Series

What to do After Your Next SEC Exam

By ByAllAccounts, Podcast Series on Monday, July 21st, 2014

ByAllAccounts, Podcast Series

In the following podcast you’ll learn what to do after your next SEC exam...Read More »

Tips for Remaining Compliant During Your SEC Exam

By ByAllAccounts, Podcast Series on Wednesday, July 16th, 2014

ByAllAccounts, Podcast Series

In the following podcast you’ll learn tips for remaining compliant during your next SEC exam...Read More »

Have an Upcoming SEC Exam? Preparation Starts Now

By ByAllAccounts, Podcast Series on Wednesday, July 9th, 2014

ByAllAccounts, Podcast Series

The following podcast is an excerpt from our July 25th webinar “Are You Prepared for an SEC Audit?”..Read More »

The Robo Advisor Market

By ByAllAccounts, Podcast Series on Wednesday, June 18th, 2014

ByAllAccounts, Podcast Series

At the end of last month ByAllAccounts hosted a webinar on what can be learned from robo-advisors and how you can grow your firm in a changing market. In the following podcast, you can hear an excerpt from the webinar in which Raef Lee, Managing Director at SEI Advisor Network outlines the robo-advisor market...Read More »

The Robo Advisor Landscape

By ByAllAccounts, Podcast Series on Tuesday, June 10th, 2014

ByAllAccounts, Podcast Series

At the end of last month ByAllAccounts hosted a webinar on what can be learned from robo-advisors and how you can grow your firm in a changing market. In the following podcast, you can hear an excerpt from the webinar in which Raef Lee, Managing Director at SEI Advisor Network outlines the robo-advisor landscape...Read More »

How can you stand-out from robo-advisors? [podcast]

By ByAllAccounts, Podcast Series on Thursday, May 22nd, 2014

ByAllAccounts, Podcast Series

On May 20th Raef Lee, Managing Director SEI Advisor Network, and I ran a webinar on what can be learned from robo-advisors. My personal opinion is that the emergence of robo-advisors is the next evolution in a trend that started several years ago as access to market data as well as post-trade account information, became widely available online. This availability led naturally to the development of technology to access the data, such as portals, mobile apps, and account aggregation...Read More »

Learn more about ByAllAccounts data connectivity [podcast]

By ByAllAccounts, Podcast Series on Thursday, May 1st, 2014

ByAllAccounts, Podcast Series

ByAllAccounts provides connectivity to thousands of Financial Institutions (e.g., Fidelity) and data sources (e.g., Fidelity Net Benefits). We add one or more new direct feed sources each month and one or more other sources each day...Read More »

Building your circle of influence with healthcare pros

By ByAllAccounts, Podcast Series on Wednesday, April 30th, 2014

ByAllAccounts, Podcast Series

If you are a regular reader of our blog you know that we’ve been running a series designed to help advisors with their healthcare planning needs. These blogs include tips for providing clients with LTC, estimating healthcare expenses, and 5 facts you need to know about medicare. Making the case to provide healthcare planning capabilities will vary by firm depending in part on the demographics of your clients. The decision on what level your firm will support it requires careful consideration...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 »

Healthcare Planning: Understanding the Importance of Insurance & Long Term Care

By ByAllAccounts, Podcast Series on Monday, March 31st, 2014

ByAllAccounts, Podcast Series

Earlier this month ByAllAccounts 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 Kellan Finley, Managing Director at Insurance Decisions...Read More »