Technology

A day after closing $4.75 million in funding, Quovo announced a new partnership with Advicent Solutions, a software provider for the financial services industry...

There's no magic pill that creates the perfect digital brand. 

After attracting $700 billion in assets to its data aggregation and analytics platform in just over a year, Quovo announced Tuesday that it closed $4.75 million in funding led by Fintech Collective, a New York-based investment firm...

Can't live with them, can't live without them. | pxel66/iStock/Thinkstock Apparently even advisors trust an algorithm to manage investments. In a recent survey of 134 independent financial advisors, 60 percent said they would trust a so-ca...

Did You Know?

Before you can become a virtual advisor, you must first embrace technology.

Those Swatch watches? Could be worth something. | Copyright Anthony Kwan, Getty Images Before telling clients to toss their father’s watch or their grandfather’s decoy ducks, advisors should double check that collection isn’t a valuable in...

Strong enough for a man, but ... First there were robo advisors targeting different age groups, now different genders? A new automated online investment platform focused on women launched on Thursday. Called SheCapital, the Pennsylvania-ba...