Kick off 2013 with Helpful Resources

By Rosemary Smyth, MBA, ACC, Author on Friday, January 11th, 2013

Rosemary Smyth, MBA, ACC, Author

January is a great month to adapt your practice to meet the changing needs of today's investors and adjust your approach to a new era of deep client engagement. “What are you going to do differently to grow your business?” asks Sara Gilbert, founder of Strategist in Montreal...Read More »

Maximize Your Online Presence as a Financial Advisor

By Amy McIIwain, President, Financial Social Media on Tuesday, January 8th, 2013

Amy McIIwain, President, Financial Social Media

Financial advisors have travelled a long way from some of the very old marketing tools to the newest high-end techology-based tools. Today, your clients’ and prospects’ habits have evolved along with the marketing industry. They have access to millions of pages online and will not tolerate being treated as a number in your mailing list or continuing to be fed old snail-mail marketing pieces. They want to be recognized as individuals and be treated as such. Instead, they will look for the information online, whether it is on websites, blogs or social media sites. Your goal as a financial advisor is to get found on all these different platforms. This means having an updated website, creating value on your blog and engaging with your community on Twitter, Facebook or LinkedIn...Read More »

Get Your Platform Ready as Alternatives Go Mainstream

By Stephen Van de Wetering, Founder and CEO, Empaxis on Wednesday, January 2nd, 2013

Modern portfolios need to incorporate more vanilla stocks and bonds to keep high-net-worth clients happy and liquid. Does your firm have the technical muscle it needs? According to one recent survey, about half of all advisors expect to expand their clients’ exposure to alternative assets by at least 15% this year, while most of the rest are boosting their allocations by smaller amounts...Read More »

How to use QR Codes to Transform Print Materials

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, December 31st, 2012

Cynthia Stephens, VP of Marketing, ByAllAccounts

At last week’s Women Advisors Forum, I was reminded about how multi-faceted the role of a financial advisor is. Joni Youngwirth’s presentation hit home with me when she spoke about the HR, marketing, operations, and other roles an advisor plays to manage her practice...Read More »

Don’t Let Your Data Limit Your Investment Universe

By Martin Dickau, CTO, ByAllAccounts on Thursday, December 27th, 2012

Working with structured data feeds is a dream. But in an industry that needs to be increasingly open to alternative asset classes and retail-level accounts, turning unstructured data into a structured back-office-friendly format is the Holy Grail...Read More »

Who is Running the Business – Your Back-Office or You?

By Amy McIIwain, President, Financial Social Media on Thursday, December 27th, 2012

Amy McIIwain, President, Financial Social Media

Advisors that view their back-office as an investment will structure the back-office to support their business plan. Advisors that view their back-office as a cost tend to invest in what they consider affordable – altering their business plan based on what the back-office can provide...Read More »

Eliminating Manual Processing in Alts: Millennium Trust’s McCartan

By James Carney, CEO, ByAllAccounts on Tuesday, December 18th, 2012

The use of alternative investments is increasing—big time. But as usage increases, so, too, do the hours that advisors find themselves devoting to the manual processing and reporting of data related to these investments...Read More »

Can You Grow Ahead of Your Data?

By Stephen Van de Wetering, Founder and CEO, Empaxis on Tuesday, December 18th, 2012

Breakaway asset managers can get along running their operations on what amounts to sweat and a shoestring budget, but once they start capturing clients, the pressure is on to automate...Read More »

Survey Says: Advisors Want To Simplify Their Alternatives

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, December 10th, 2012

One in two financial professionals ByAllAccounts and Millennium Trust Company recently polled say they would use alternative investments more — if only they could ease the time spent per reporting cycle...Read More »

“Just in Time” is Too Late for Efficient Compliance

The time to have the files ready for the regulators is before the regulators even schedule the review. Third-party gurus say it’s time to get your documentation ready for 2013. By getting ready for an audit now — even before the appointment is on the calendar — a firm can allocate scarce resources far more efficiently...Read More »