Technology

Eager to provide its advisors with better connectivity, Waddell & Reed is building a desktop "hub."

North Capital Inc. decided the financial planning tools available to investors weren't enough, so it built evisor and made it available for free.

Opportunities for estate-tax planning abound for clients with substantial crypto holdings.

Targeting gig economy clients, advisors at Ladenburg Thalmann are testing out a new tax management platform, Track Technologies.

LifeYield is expanding access to its tool for drawing down accumulated assets.

RIA in a Box is expanding into cybersecurity, but some question whether a tech-centric approach can be a comprehensive solution.

Clear 1 is already being used by 300,000 end-clients, but its official launch marks an even broader expansion.

The firm is equipping its advisors to compete for what one firm calls a $10 trillion opportunity.