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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...

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

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Friends, my AI-generated March Madness bracket is FLAILING! My husband is ranking well ahead of me in our charity pool and GLOATING over it! Meanwhile, check out our post with the Easter Bunny, who has some "eggs of thought" for you this week!  We wish all who observe the Easter holiday a beautiful celebration.

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...