Displaying 18 results
Apex declares liftoff for new ACATS protocol
Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.
Apex soups up tech offering with AdvisorArch acquisition
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
Broadridge partners with Apex Silver on integrated tax reporting
The new service combines tax data and cost-basis reporting into a single offering for banks, broker-dealers and custodians.
Apex partners with fintech to bring robo-advice to community banks, credit unions
Using Unifimoney's tech and Apex's custodial platform, community financial institutions can add digital wealth management to existing online banking services.
Schwab loses adviser fintech leader Jon Patullo to Apex
At TD Ameritrade, Patullo oversaw the strategic direction of adviser-facing technology and spearheaded the open-architecture approach to third-party integrations.
Fintech Bytes: InvestCloud updates NaviPlan, Goldman completes NextCapital deal
For your Labor Day weekend reading, here are some fintech updates from the past week.
Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex
A roundup of the week's fintech news for financial advisers.
Riskalyze expands leadership team to push for larger clients
The company named Josh Gray as its new chief technology officer, promoted former senior vice president of marketing Justin Boatman to chief product officer and hired Craig Clark as first chief marketing officer.
Apex’s Tricia Rothschild resigns after 1 year
Rothschild made a quiet exit from the firm as Apex beefs up its leadership team with a new chief technology and chief marketing officer.
Beyond adoption: Wealthtech finally eyes innovation
Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
SPAC frenzy takes on wealthtech
SPAC deals are dominating the market as a convenient shortcut that allows fintechs to go public without the hassles involved in pursuing an initial public offering.
Apex Clearing to go public via SPAC in $4.7 billion deal
Apex Clearing is the latest wealthtech company to go public via blank-check merger, following in the footsteps of SoFi and MoneyLion
Franklin Templeton partners to launch new robo-adviser Tango
The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management
Apex Clearing names Tricia Rothschild president
Rothschild spent 26 years at Morningstar, where her final position was chief product officer
Apex launches white-label tech for front-office tools
The custodian launched the product after hearing from advisers about the challenges with working with multiple companies
Wealth management faces its moment of truth: Q&A with Apex Clearing CEO Bill Capuzzi
Apex Clearing CEO Bill Capuzzi talks about how a rising class of millennial investors is reshaping wealth management and the implications for the future of digital wealth.
Apex will soon custody cryptocurrency assets
Online brokerages and digital advisers using Apex will be able to open accounts to buy and trade bitcoin for clients.
