apex - 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.

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...

  Are we Rebels, or are we just more storm troopers for an evil Empire?  Welcome to another Advisor Tech Talk, where we’re sitting down to round up the...

The industry continued evolving despite geopolitical headwinds. User-centric developments continued to shine, with integrations improving access to financial services. Headlines to take note of: Apollo...

We always start out Advisor Tech Talk with a lead, and then tell you what a busy week it was.  Welcome to another Advisor...

Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...