The firm is equipping its advisors to compete for what one firm calls a $10 trillion opportunity.

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.

The most important aspect of cyber risk management is the structure of the pre-breach and post-breach services that are provided to help avoid and, if necessary, respond to, a breach.

LifeYield, Oranj, Redtail and others have partnered with the digital recruitment platform to amplify its advisor-centric approach.

OpenInvest’s Optimus platform is designed for advisors who want to differentiate their businesses by providing customized, ESG-responsive portfolios, says co-founder Josh Levin.

It’s important to evaluate the key elements of a third-party administrator's technology and relationships with the recordkeeper and plan sponsor.

The firm’s new account opening system, out this summer, will reduce the number of fields clients have to fill out by 25 to 35 percent, making transitions speedier.