Blog Entries by Bill Winterberg

Another Reason to Adopt Account Aggregation

By Amy McIIwain, President, Financial Social Media on Thursday, November 11th, 2010

Amy McIIwain, President, Financial Social Media

In my previous post. I highlighted pending federal legislation that gives advisors a fresh incentive to adopt automated monitoring of held-away accounts. Should the legislation pass, the number of held-away accounts could grow dramatically, increasing the workload required to keep portfolio accounting systems accurate and up-to-date with account activity...Read More »

Why Account Aggregation Is the Way To Go Now

By Bill Winterberg on Tuesday, November 9th, 2010

Advisors who deliver comprehensive investment management across a client's total wealth know how important it is to monitor activity in "held-away" accounts, those not maintained with the advisor's preferred custodian. Activity in held-away accounts is typically monitored through manual processes, but as assets under management grow, advisors quickly find they can't keep up with the increased account data that needs to be gathered...Read More »