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 .
Stop printing forms and start processing documents electronically with updates from popular technology providers.
One of the first mobile portfolio management apps for advisors gets an update, while an under-the-"radar" provider debuts its own native app.
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.
Implementing rebalancing software can yield significant savings in both overhead and time spent managing client portfolios.
Advisors can offer high net worth clients an online personal finance application similar to ones that are wildly popular with investors.
Highlights from last month's advisor technology conference.
Here's the best back-office and client-facing tech of the year, along with 2010's top innovation.