Schwab found that the coronavirus crisis has accelerated its advisors' move to digital.

The days of wet signatures and hard copy documents may be over.

ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.

Clients will now be able to do screen-sharing, co-browsing and one- and two-way video with their advisor over a remote connection within the tool.

Schwab Stock Slices will be available to retail investors and Schwab Alliance customers on June 9.

Through Addepar's new Marketplace application, clients can invest in funds through financial-technology company Artivest, and in pre-initial public offering tech firms through a partnership with EquityZen.

Videoconferencing may be more physically draining than face-to-face meetings.

Timelineapp is launching an education platform for advisors, hoping it will eventually become a space for sharing best practices and development ideas.