Tag: ByAllAccounts

In today's competitive environment, wealth management firms are increasingly relying on specialty tech solutions, selecting the most effective tools to craft optimized and comprehensive systems.

In a significant regulatory update, the IRS is set to introduce Form 1099-DA in 2025, a new requirement for digital asset reporting that will affect financial advisors and their clients deeply.

Miscommunication between financial advisors and their clients can lead to misunderstandings that, while seemingly minor, have the potential to damage professional relationships significantly.

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.

In the upcoming year, ByAllAccounts' Head of Data Aggregation Strategy and Governance, Brian Costello, has set a thoughtful resolution to amplify the importance of...

Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello - head of data strategy and governance at Morningstar Wealth - recently sat down with FinTech Global to explore how ByAllAccounts is helping wealth technology enterprises, platforms and the wealth managers they serve improve their use of data.