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NEWS BRIEF 4

ComplySci and Apex Enter Partnership

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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...
Press Release 1

Apex Fintech Solutions to Launch Product Providing Investors with Immediate Access to Cash Following...

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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.

Apex Clearing Releases Q4 ‘Millennial 100’ Stock Pulse Report

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

Advisor Tech Talk (Week of 2/27/24)

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

Advisor Tech Talk (9/7/22)

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

Advisor Tech Talk (Week of 4/15/24)

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

Advisor Tech Talk (Week of 3/18/24)

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