Targeting non-enterprise clients, Advicent is offering free access to the firm's financial planning client portal through the end of 2021.

AdvisorPeak has made its trading and rebalancing platform free to advisors through end of second quarter 2020

Two more Zoom vulnerabilities were revealed in the researcher's blog. "Perhaps stop using Zoom," he says.

The firm also casts a line to advisors who were caught cloudless as the coronavirus pandemic hit.

President of the firm since 2002, Bill Crager has long been one of Envestnet's chief architects since its founding.

TD Ameritrade has seen new-account openings for its automated investing platform jump 150% from the same period a year ago. Wealthfront signups are up 68% and Betterment's increase is 25%.

Responding to client portfolios knocked out of whack by the market’s roller coaster ride has been more of a stressor for many firms than communicating with angst-ridden clients.

Robinhood’s platform has gone down multiple times this month, creating problems for trading equities, options and cryptocurrency.

Stripe is the same technology undergirding Michael Kitces and Alan Moore's advisor-and enterprise-focused AdvicePay.

Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.