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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...

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.

For a lot of clearing firms, risk management is nothing more than a bullet on a list of offerings. For us,...

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

We recently caught up with Bill Capuzzi, CEO of Apex Clearing. Bill joined Apex Clearing in 2015,...

DALLAS, June 23, 2020 /PRNewswire/ -- Apex Clearing, the digital custody and clearing engine powering the future of wealth management, today launched a new...

It’s another week, and it’s another very active one for wealthtech—but not as active overall for wealth management as one might...

This past week was, relative to the first six weeks of the year, a relatively slow one for wealth management news—but...

Innovation thrived, with an increased focus on user experiences. Regulatory actions remained light, but the government still kept a keen eye on emerging issues. Headlines...

This week’s Advisor Tech Talk has a ton of wealthtech news, including a huge announcement from Morningstar, but first we’d like...