Using an experienced provider who has the majority of what is needed to run an efficient back-office, and knows where to get the rest, can be a game-changer. 

The planning provider is making simple customization the centerpiece of its new feature to meet advisor requests.

Now that it owns a custody platform, Axos Financial is positioning itself as an advocate for small advisors.

Morningstar waded through the crowded field and looked at cost, transparency, asset allocation and financial planning tools.

The company -- best known for commission-free trading of stocks and crypto -- has begun adding support for traditional IRA and Roth IRA retirement accounts, as well as pension accounts.

Charles Schwab's direct indexing option will start with three indexes, tax management and daily attention, and be available to advisors, the custodian announced.