Fidelity's new offerings and improvements to its advisor platform are meant to boost efficiency.

Envestnet will be highlighting its latest development at its virtual Advisor Summit On-Demand.

Trust & Will for Advisors looks to help determine the right estate planning coverage for clients.

From virtual home office advisor recruiting visits to videoconferencing, firms are seeing massive growth in digital interest.

Portfolio Connect, Schwab Advisor Services' portfolio management platform for new RIAs, surpassed 1,000 users.

The deal will bring information security and cybersecurity expertise to a leader in communications compliance technology.

One advisory firm is already seeing the efficiencies that come from the agreement between fee-payment-processing firm AdvicePay and LPL.

Raisin will initially build out its own network of U.S. bank partners, but advisors and other intermediaries could soon follow.

The move will help RIAs integrate insurance offerings into their existing investment and advice services.