Channel-based messaging platform Slack will be rolled out to LPL Financial's 17,000 advisors, allowing teams to communicate faster than with email.

Free from the shackles of the wirehouse, creating a website and brand identity will help advisors exploring independence stand out.

Riskalyze might have killed in-person conferences with its virtual 'Fearless Week.'

Bank of America executives Aron Levine and Cory Triolo announced that Merrill Edge added 300,000 new accounts in 2020 and has introduced a new interface called Idea Builder.

The four applications are meant to streamline and enrich the prospecting and plan building processes.

Despite the pandemic, economy and uncertain market, the platform continues to add assets and new features.

Fidelity rolls out an in-house institutional fixed income trading tool for advisors, available on its Wealthscape platform.

Risk metrics are only part of the picture at Riskalyze, as the firm pushes deeper into trading and portfolio management.

Now is the time to look to the future, not return to the 'old' way of doing things.