LPL's technology announcements included improved paperless workflows and a proprietary feature to make client meetings easier.

Advisors can begin to take these strategic actions today to better prepare themselves to support future digital asset capabilities.

Seventy-seven percent of North American advisors surveyed by Broadridge indicated that they have lost business due to inadequate technology.

The robo advisor and fintech is targeting the gaps between its business lines.

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.