Technology

The custodian's new offering is a successor to its Manager Workstation, with new interface, features and workflows.

eMoney is looking for new ways to engage clients and millennials in financial planning. Its approach isn't without risk.

The platform, co-developed with Fidelity's wholly owned independent subsidiary eMoney, has improvements meant to further streamline advisor workflow.

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

Financial advisors will be able to customize client portfolios to address particular values-based concerns, according to the asset manager.

Robinhood's new feature, called Cash Management, takes a more traditional regulatory approach than its last foray into bank accounts.