James Carney, ByAllAccounts

About the Author

James Carney, ByAllAccounts

James Carney is President, CEO and a co-founder of ByAllAccounts, the advisors choice for data aggregation solutions. James has had a long career in the technology field, including as co-founder and CEO of Bidder’s Edge, a highly successful auction portal. He was also co-founder of Workgroup Technology Corp., which had a successful IPO, and of WSI, which was acquired by BOM Nesbitt Burns.

• How Automation and Scalability Can Keep You Compliant

  By James Carney, ByAllAccounts  |  April 12, 2013

  For an RIA firm to survive an audit in the age of transparency, it must gather and process data differently. Here are three tips to do so.

• 5 Steps to Simplify Movement of Data at Your Firm

  By James Carney, ByAllAccounts  |  March 28, 2013

  Data has become a strategic asset to advisory firms; those with the best data workflow will have the richest analytics, reporting and insights

• To Succeed, Advisor CEOs, Compete to Be Unique, Not the Best

  By James Carney, ByAllAccounts  |  March 8, 2013

  Think you have to compete to be “the best” advisory firm? You’re wrong. Here's a path to success that focuses on your unique services and unique client profiles.

• Goal-Based Wealth Management: Preparing Clients for Retirement

  By James Carney, ByAllAccounts  |  February 19, 2013

  We are in the midst of a sea change in wealth management, heralded by the rise of online advice tools that clients will use to complement their advisor relationships.

• Don’t Accept the Inefficiencies of Manual Data Entry

  By James Carney, ByAllAccounts  |  January 8, 2013

  Using the artificial intelligence in data aggregation software, you don’t have to limit your investment offerings nor put your competitive standing at risk.

• Eliminating Manual Processing in Alts: Millennium Trust’s McCartan

  By James Carney, ByAllAccounts  |  December 18, 2012

  New research explores the issue of manual processing and reporting of alternative investments. Millennium Trust's Scott McCartan explores the findings.

• Solving the Alt Investing Reporting Problem

  By James Carney, ByAllAccounts  |  November 19, 2012

  Reporting on alternative Investments with more speed, accuracy and transparency.

• Custodial Data Aggregation: A Win-Win for Custodians and Advisors

  By James Carney, ByAllAccounts  |  October 1, 2012

  How leading custodians are providing better service to RIA clients and cutting costs.

• The Right Asset Managers Can Help You Offer Better Client Service, Lower Costs

  By James Carney, ByAllAccounts  |  September 8, 2012

  Yes, you want returns from the asset managers you hire, but don’t forget the benefits to client service and your firm’s bottom line.

• All For One and One For All: What RIA Roll-Ups Can Teach All Advisors

  By James Carney, ByAllAccounts  |  August 16, 2012

  Call them what you will—consolidators, holding firms or roll-ups—but these acquirers are showing the way by consolidating operations and achieving greater transparency.