From death comes new life as the mega-custodian acquires the most usable parts of Motif's technology and development staff.

The tech company also added a much-requested tool that will integrate outsourced investment models with its tax-efficiency technology.

Schwab found that the coronavirus crisis has accelerated its advisors' move to digital.

The days of wet signatures and hard copy documents may be over.

ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.

Clients will now be able to do screen-sharing, co-browsing and one- and two-way video with their advisor over a remote connection within the tool.

Schwab Stock Slices will be available to retail investors and Schwab Alliance customers on June 9.