Apex Clearing Corporation - search results

The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with the Peak...

Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, today announced it intends to launch a product that is designed to give investors immediate access to funds upon the sale of U.S. equity securities, rather than waiting the customary two-day settlement period.

Latest installment of the 'Next Investor Outlook' from the innovative custodian highlights the top 100 stocks owned by a subset of millennials...

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

By Christopher Robbins People who talk a lot about the good old days forget how easy they have it today. Remember the days...

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...