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 »

Run Your Own Race

By Rosemary Smyth, MBA, ACC, Author on Tuesday, January 28th, 2014

Rosemary Smyth, MBA, ACC, Author

With the Olympics around the corner we are hearing from the athletes that they are all wanting to “peak” for their Olympic event. They also are planning what their strategy will be for the event, checking out who their competitors are and how they are going to use their strengths and abilities to bring home the gold...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 »

Integrating, Cultivating, and Retaining The Next Generation of Financial Planners

Caleb Brown, MBA, CFP, and Partner at New Planner Recruiting

At the 2013 FPA NorCal conference, I was asked several times what firm owners should do to ensure their new planner employees will stick around for more than a couple of years so they have a chance to recoup the investment of developing their next generation of planners. There are many avenues a firm can take to integrate, cultivate, and retain new planners. Here are a few strategies from firms that have experienced success in employing new planners...Read More »

Information Needs to be More Than Intelligent

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 15th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...Read More »

Tips for advisors-in-transition in a talent squeezed market: Part II of II

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, January 13th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

In last week's blog, I recounted three tips from Mindy Diamond, President and CEO of Diamond Consultants, for advisors-in-transition. I also asked Mindy about female advisors. Since women are often the primary financial decision-maker for their household, it's surprising to me that less than 15% of all advisors are women...Read More »

Tips for advisors-in-transition in a talent squeezed market: Part I of II

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Friday, January 10th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

A conversation with Mindy Diamond about recruiting and hiring in wealth management...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 »

Top 3 New Year’s Resolutions For Financial Broker Dealers – Infographic

By Sara Ruthnum, AdvisorWebsites.com on Monday, December 30th, 2013

Sara Ruthnum, AdvisorWebsites.com

Back in August, Advisor Websites surveyed professionals from 13 Broker Dealers to find out exactly how they approach digital marketing. The results revealed a couple of interesting trends...Read More »

Monitoring and measuring your website performance: From Google Analytics to A/B Testing

In my experience at ByAllAccounts, many advisors have asked how they can better understand website activities, and improve their website performance. It’s an important question, because as Jonathan Bentley, Executive Vice President of InvestCloud, stated in a previous blog, “We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available...Read More »