For the RIA to be, Fidelity offers a useful suite of free tools.
Fidelity Labs has potential to be fertile ground for new products.
Initiative aims to help sponsors improve their defined contribution plans.
Advisor technology columnist Bill Winterberg's Best Tech for Advisors award winners simplify client deposits, streamline client risk assessment, and push the envelope on custody technology .
Implementing rebalancing software can yield significant savings in both overhead and time spent managing client portfolios.
One of the first mobile portfolio management apps for advisors gets an update, while an under-the-"radar" provider debuts its own native app.
Advisors can offer high net worth clients an online personal finance application similar to ones that are wildly popular with investors.
Stop printing forms and start processing documents electronically with updates from popular technology providers.
This year's Best Tech for Advisors Award winners are likely to increase advisor growth and productivity in 2012 and beyond.
Highlights from last month's advisor technology conference.