Apex | In The News


    February 13, 2018
    Wealth Management: Retail Investors Bought the Dip Last Week
    Apex saw an 84 percent increase in net buying in robo advisor and self-directed accounts combined following the February 5 crash.
    February 8, 2018
    CNBC: Younger Investors are Doing Something Unexpected – Remaining Calm
    Contrary to expectations for inexperienced investors, financial data indicates the young did not panic sell during the recent stock market drop. CEO Bill Capuzzi shares his insights on the investing habits of millennials.
    February 2018
    Winners of Wealthtech: Apex CEO Bill Capuzzi
    Craig Iskowitz speaks with industry veteran Bill Capuzzi about increasing new accounts by 20x, knowing when to take risks, and building the right company culture.
    February 5, 2018
    Financial Advisor IQ: Apex Aims to Disrupt the Custodian Space
    Apex Aims to Disrupt the Custodian Space. In an interview with Financial Advisor Magazine, CEO, Bill Capuzzi, shares his thoughts on important partnerships that allow traditional financial institutions to offer digital wealth management.
    February 1, 2018
    FA Magazine: 'Disruptive' Custodian
    Apex's purpose is to create a fast and seamless online investment experience for its financial services customers and their clients while staying in the background as much as possible
    January 12, 2018
    InvestmentNews: Apex partners with Trizic to reach more advisers
    Apex partners with Trizic to make it faster for RIA's and broker-dealers to bring customized robo-advice solutions to market.
    December 14, 2017
    InvestmentNews: Digital investing will bring big changes in 2018
    Digital investing continues to transform the industry. CEO, Bill Capuzzi, shares his thoughts on changes he sees in store for 2018.
    December 8, 2017
    WealthManagement: Build Your Own Index
    Apex's head of Innovation, Sam McIngvale, shares his thoughts on how direct indexing is affecting traditional ETFs.
    November 14, 2017
    RIA Biz: Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on
    Quovo and Apex Clearing Corp are taking a swing at solving a problem that most firms have long since given up on – the quick, smooth transfer of a portfolio of assets from one custodian to the other.
    November 14, 2017
    BusinessWire: Apex Clearing and BNY Mellon Originate First Ever Real-Time Payments Transaction
    Apex Clearing, a full-service clearing firm and a technology leader in the digital wealth space, and BNY Mellon today announced the successful origination of the first Real-Time Payments (RTP) transaction. It marks the first time a live payment was originated via the RTP network.
    October 30, 2017
    FinancialPlanning: Apex Digital Wealth Solutions Bulks Up Offerings
    Apex Clearing has added a new, fast-growing robo advisor service for RIAs in a partnership the turnkey asset management program says will bulk up its offerings.
    October 19, 2017
    WealthManagement: Wells Fargo Introduces Rebalancing Tool
    Sam McIngvale, Apex’s head of retail innovation, discusses Apex’s new rebalancer tool, Equilibrium, and how it is built for both new entrants into the digital advice space looking to automate more than just investment management, as well as independent RIAs looking to offer a digital product to clients.
    October 19, 2017
    Markets Insider: RobustWealth Partners with Apex Clearing to Offer Inclusive, Low-Cost ETF Trading
    RobustWealth, a digital wealth management platform designed by and for investment advisors, announced today a new partnership with Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space.
    October 3, 2017
    WealthManagement: The Man Behind the Robo Curtain
    WealthManagement.com spoke with Apex Clearing CEO Bill Capuzzi about the efforts many advisor firms are making to provide digital tools to their customers and how Apex is leading that innovation.
    September 2, 2017
    Barron's: E*Trade, OptionsHouse Merge Platforms
    Apex CEO Bill Capuzzi speaks to Barron's about adapting in order to succeed in the changing wealth management landscape.
    August 25, 2017
    WealthManagement: FolioDynamix Partners with Apex Clearing
    “Apex has committed its resources to digitizing the entire custodial experience, placing itself on the leading edge of transforming this archaic, cumbersome and paper-driven process,” said FolioDynamix President and COO Steve Dunlap.
    August 24, 2017
    Crowdfund Insider: In Wake Of DOL’s Fiduciary Rule: Fintech Firms FolioDynamix & Apex Clearing Announce Partnership to Deliver Next Generation of Automated Investment Advice
    “Our exciting partnership with FolioDynamix allows us to help usher even more investment advisors into the digital age and provide their clients with the kind of efficient, responsive experience they have come to expect and demand in all aspects of their lives,” said Apex Clearing CEO Bill Capuzzi.
    August 24, 2017
    BusinessWire: FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice
    Firms aim to advance wealth management industry into fiduciary era with new configurable digital experience for advisor-investor collaboration.
    July 19, 2017
    RIA Biz: InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs
    Apex RIAs can now customize portfolios via InvestCloud, which JP Morgan has a stake in, perhaps creating a counterweight to back-end monolith Envestnet
    July 19, 2017
    Think Advisor: Apex, InvestCloud Partner on Robo, Custody Integration
    Platform will provide advisors with branded robo offering integrated with Apex custodial service
    July 14, 2017
    Wealth Management: Apex Partners with InvestCloud on New Digital Advice Product
    Apex Clearing already serves some of the biggest names in fintech, like Betterment and Robinhood, but the new digital advice product uses InvestCloud’s modular, app-based technology to provide both startups and established businesses access to customizable technology.
    July 12, 2017
    TRADERS: Apex Clearing and InvestCloud to Deliver New Digital Advice Platform
    The new, flexible platform will allow RIAs and wealth managers to grow their businesses with innovative, integrated digital advice solutions and premier custody services.
    July 11, 2017
    PR Newswire: Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
    Highly customizable platform will offer integrated digital wealth solutions to financial institutions.
    June 26, 2017
    Portland Business Journal: Apex Clearing finds its tech home in Portland
    Chief Technology Officer Chris Fesler describes how Apex has grown to be part of the burgeoning tech scene in Portland, OR.
    June 2, 2017
    Benzinga: Wall Street Need Not Fear the Robots
    CEO Bill Capuzzi explains why the digital revolution in financial services opens the door for the “e-advisor” model, which combines the best of human and digital services.
    May 19, 2017
    Fintech TV: The digital experience
    Sam McIngvale, Head of Retail Innovation, talks about how consumers today expect a full digital experience and how larger institutions are now starting to realize they need to meet those expectations.
    May 17, 2017
    The Wall Street Journal: Can Free Stock Trades Sell? Robinhood App Tests New Brokerage Model
    Powered by Apex Clearing, Robinhood has amassed millions of accounts and attracted interest from venture capitalists.
    May 17, 2017
    InvestmentNews: What's new and exciting in the fintech space
    Sam McIngvale, Head of Retail Innovation, discusses the shift in consumer expectations that is being felt across the financial services industry.
    April 18, 2017
    Markets Media: CEO chat: Bill Capuzzi, Apex Clearing
    CEO Bill Capuzzi believes the SEC’s decision to reduce the standard settlement time is a good first step in keeping pace with the modernization of the industry, but could have gone further.
    February 8, 2017
    RIA Biz: Apex Clearing adds Ron Fiske to its Pershing mafia as it plays bigger for emerging asset class
    Ron Fiske, Head of Retail, on joining Apex Clearing: “I’m a big believer in digital advice and I’m glad to take it to the next level.”
    January 31, 2017
    Press Release: Apex Clearing names Ron Fiske Head of Retail to drive the company’s digital advice solutions
    Ron Fiske brings expertise in custody to his new role in deepening the company’s digital investment solutions.
    January 26, 2017
    Inc.: 6 fintechs disrupting the industry — These six ventures are reshaping the infrastructure in the financial services sector.
    Inc. magazine highlights Apex Clearing as one of the companies that’s disrupting the industry.
    January 25, 2017
    WealthManagement: Apex Clearing adds rebalancing technology

    Apex Clearing “will integrate rebalancing technology from Smartleaf into its core custody and clearing services. The companies said they intend to target firms that are interested in adding digital advice into their existing offering.”
    January 24, 2017
    PR Newswire: Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
    Apex Clearing “will integrate rebalancing technology from Smartleaf into its core custody and clearing services. The companies said they intend to target firms that are interested in adding digital advice into their existing offering.”

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