Tag: ByAllAccounts
Navigating the Pitfalls of Miscommunication in Financial Advising
Miscommunication between financial advisors and their clients can lead to misunderstandings that, while seemingly minor, have the potential to damage professional relationships significantly.
What firms should know when looking to custodial independence for advisors
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.
Embracing diversity and equity in open banking for 2024
In the upcoming year, ByAllAccounts' Head of Data Aggregation Strategy and Governance, Brian Costello, has set a thoughtful resolution to amplify the importance of...
From high-quality aggregated data to open banking support – How ByAllAccounts...
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.