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.

• Change Is Coming, RIAs. Don’t Get Caught in the Middle

  By James Carney, ByAllAccounts  |  July 10, 2012

  The RIA community will separate in the near future into high-end family advisor models and lower-end, cheaper, technology-driven models. Will you survive?

• Intergenerational Wealth Management: 8 Steps to Becoming a Family Advisor

  By James Carney, ByAllAccounts  |  June 12, 2012

  How to change your business models to take advantage of the opportunities presented by the coming wealth transfer while serving your clients and their children: a personal and professional approach.

• How Not to Lose a Client: 3 Basic, Effective Strategies

  By James Carney, ByAllAccounts  |  May 22, 2012

  A national survey of affluent and HNW investors provides insights into what clients consider important, why they'd fire an advisor and how an advisor builds and maintains loyalty.

• Data Portability Breaks Advisors’ High-Tech Chains

  By James Carney, ByAllAccounts  |  April 11, 2012

  Software platforms, firm affiliations, even business models come and go. Make sure your clients’ data travels with you.

• A Better Way for Even Small Advisory Firms to Monitor Personal Trading

  By James Carney, ByAllAccounts  |  March 11, 2012

  How to assess tools for electronically monitoring your firm's employees' personal trading activities, while also improving operational efficiency.

• 4 Rules of Thumb for Attracting New Clients

  By James Carney, ByAllAccounts  |  February 15, 2012

  To get good new clients, understand how investors choose an advisor, and why they do--and don't--make referrals.

• 6 Tips for Billing Clients on Held-Away Assets

  By James Carney, ByAllAccounts  |  January 10, 2012

  If you’re advising on your clients’ held-away accounts, here’s what you should consider

• Opportunity Knocks When You Get Data on Clients' Retirement Account Performance

  By James Carney, ByAllAccounts  |  December 14, 2011

  If you can compare managed asset performance to the performance of your clients' "held away” accounts—and that performance is superior—you can convince your clients you should be managing all of their assets.

• Reporting on Alternative Investments in HNW Portfolios

  By James Carney, ByAllAccounts  |  November 17, 2011

  How to use data aggregation to ease the reporting burden of alternatives in your clients' accounts.