A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference.

Besides providing a compliance-friendly means for deploying advisor-created content, Lead Pilot ranks clients based on their interaction with marketing materials.

A few months from now, Carson Group partner firms will see their tech fees slashed for services like Salesforce and Orion.

The annual advisor technology conference saw presentations from Fidelity, Morningstar, AdvisorEngine and a debut from Timelineapp.

The financial planning solution provider has introduced an easily accessible fee-for-service application to its platform

Expanded enterprise data management capabilities are a must.

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

Ameritas Investment Management, Benjamin F. Edwards and Great Valley Advisor Group have joined Orion's platform.

The robo advisor wants to help investors of all ages manage their debt. Is it a sign of something larger, now that the investment manager is owned by Capital One?

Schwab issues pledge to advisors that the custodian technology post TDAI acquisition will be 'open architecture' and will include 'a rapidly growing network of third-party providers.' But it won't be called Veo One.