Apex | In The News

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Jul 18, 2019
Avoiding functional ‘mediocrity': How to improve user experience
Jul 1, 2019
Using Technology to Make the Shift to Financial Well-Being
Jul 1, 2019
DWS Group Launches First S&P 500 ESG ETF for US Investors: Portfolio Products
Jun 28, 2019
U.S.-based clearing house opens crypto trading platform for brokers and advisors
Jun 28, 2019
Apex Clearing's Parent Company Launches Crypto Platform
Jun 27, 2019
Apex Clearing Partners With Apex Crypto to Launch Integrated Cryptocurrency Trading Platform For Brokers & Advisors
Jun 27, 2019
Apex Offers Broker Dealers Access to Cryptocurrency Investments
Jun 27, 2019
A Dallas company is ‘behind the curtain,’ helping drive fintech disruption
Jun 27, 2019
Apex Clearing and Apex Crypto Partner to Deliver First Integrated Cryptocurrency Trading Platform for Brokers and Advisors
May 20, 2019
Financial Planning: Voices Custodians, hands off my retail clients
May 13, 2019
FinTech Insight: Profile: Bill Capuzzi of Apex Clearing
May 13, 2019
Finteknews: Profile: Bill Capuzzi of Apex Clearing
May 07, 2019
RIABiz: Apex Clearing's Bill Capuzzi is counting on its API edge and model pivot to power past enterprise-level losses and gets vote of confidence from top Pershing poach
April 23, 2019
Investopedia: StockTwits to launch free trading app in 2019
April 16, 2019
ThinkAdvisor: 5 Truths About the Pricing Revolution in Wealth Management
March 25, 2019
Yahoo Finance: Trends in wealth management
March 24, 2019
Business Insider: Silicon Valley millionaires — Quantum computing 101 — A $16 billion drug flop
March 18, 2019
Business Insider: The CEO of the firm backing robos like Betterment and Stash says the future of managing money could be more like ordering dinner from a restaurant
February 06, 2019
Wealth Management: Looking Back 25 Years to Help us Look Forward
December 11, 2018
RIABiz: Andrew Salesky's tantalizing PortfolioConnect remark hints at Schwab's technology future, and 'open' or 'closed' -- that was API question at In|Vest West 2018 RIA custody panel
November 19, 2018
RIABiz: Bob Reynolds -- 11 years after leaving Fidelity -- is going after its fatter margins with a beefed-up virtual RIA
November 13, 2018
ThinkAdvisor: Empower Retirement Developing Robo-Advisor for Mass Affluent
November 08, 2018
Barron’s: Empower Retirement Hatches Big Digital Plans
November 05, 2018
Wealth Management: Empower Retirement Plans a Digital Wealth Management Transformation
October 26, 2018
Wealth Management: Six Charts to Help Advisors Understand How Millennials Invest
October 24, 2018
Wealth Management: Apex Clearing Brings Fractional Shares to Discount Brokerages
October 23, 2018
Bank On It (Podcast) Episode 163 Bill Capuzzi from Apex Clearing
October 19, 2018
ThinkAdvisor: 5 Quick Facts About Millennial Stock Investors
October 16, 2018
Bloomberg: Apex Clearing CEO Capuzzi on Millennial Investing
October 03, 2018
Investment News: Michael Kitces: The latest in financial adviser fintech — October 2018
October 01, 2018
RIABiz: Oisin's Bits: DriveWealth is newest RIA custodian with VC money and an Apex mindset; Vestmark hits $1 trillion and promptly gives RIAs means to crank out push-button hedging across accounts
September 14, 2018
WealthManagement.com: Apex Clearing wins Wealth Management Industry Award
Business Wire
September 13, 2018
Business Wire: Apex Clearing to Offer the Capability for Commission-Free Trading
Finance Magnates
September 5, 2018
Finance Magnates: Apex Clearing to Launch Crypto Offering in Q4 2018
Business Wire
September 5, 2018
Business Wire: Apex Clearing to Support Cryptocurrency Investments
Investment News
June 20, 2018
InvestmentNews: It may be intelligent, but tech can't
implement itself
Investment News
June 20, 2018
InvestmentNews: Lessons you can learn from the robos
Financial Planning
June 6, 2018
Financial Planning: Build or buy: IBDs seek
the right price for advisor tech
FT
June 5, 2018
Financial Times: The plumber to US fintechs branches out
ThinkAdvisor
May 29, 2018
ThinkAdvisor: A Digital Wake-Up Call for Wealth Management
Apex Clearing 2018 wins Benzinga Global Fintech Award Competition
May 21, 2018
Benzinga: Benzinga honors Apex Clearing with top prize at 2018 Benzinga
Global Fintech Awards
May 11, 2018
CNBC: How commission-free trading app Robinhood tries to make money
Financial Planning
May 8, 2018
Financial Planning: Kitces: How to pick an RIA custodian
Financial Planning
May 2, 2018
Financial Planning: Will robo rush follow Edelman and Financial Engines'
blockbuster deal?
FinTech
May 2, 2018
Fintech Breakthrough Awards
Investment News
April 16, 2018
InvestmentNews: Acorns co-founder believes his new technology can get
clients more engaged with investments
RIA Biz
April 13, 2018
RIABiz: Advizr CEO reveals just how the lift-out of four Morgan Stanley
breakaway engineers leapfrogs his plans ahead
April 3, 2018
Institutional Investor: Apex Clearing CEO in Trading Tech 40
February 13, 2018
Wealth Management: Retail Investors Bought the Dip Last Week
February 8, 2018
CNBC: Younger Investors are Doing Something Unexpected – Remaining Calm
February 2018
Winners of Wealthtech: Apex CEO Bill Capuzzi
February 5, 2018
Financial Advisor IQ: Apex Aims to Disrupt the Custodian Space
February 1, 2018
FA Magazine: 'Disruptive' Custodian
January 12, 2018
InvestmentNews: Apex partners with Trizic to reach more advisers
December 14, 2017
InvestmentNews: Digital investing will bring big changes in 2018
December 8, 2017
WealthManagement: Build Your Own Index
November 14, 2017
RIA Biz: Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on
November 14, 2017
BusinessWire: Apex Clearing and BNY Mellon Originate First Ever Real-Time Payments Transaction
October 30, 2017
FinancialPlanning: Apex Digital Wealth Solutions Bulks Up Offerings
October 19, 2017
WealthManagement: Wells Fargo Introduces Rebalancing Tool
October 19, 2017
Markets Insider: RobustWealth Partners with Apex Clearing to Offer Inclusive, Low-Cost ETF Trading
October 3, 2017
WealthManagement: The Man Behind the Robo Curtain
September 2, 2017
Barron's: E*Trade, OptionsHouse Merge Platforms
August 25, 2017
WealthManagement: FolioDynamix Partners with Apex Clearing
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
August 24, 2017
BusinessWire: FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice
July 19, 2017
RIA Biz: InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs
July 19, 2017
Think Advisor: Apex, InvestCloud Partner on Robo, Custody Integration
July 14, 2017
Wealth Management: Apex Partners with InvestCloud on New Digital Advice Product
July 12, 2017
TRADERS: Apex Clearing and InvestCloud to Deliver New Digital Advice Platform
July 11, 2017
PR Newswire: Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
June 26, 2017
Portland Business Journal: Apex Clearing finds its tech home in Portland
June 2, 2017
Benzinga: Wall Street Need Not Fear the Robots
May 19, 2017
Fintech TV: The digital experience
May 17, 2017
The Wall Street Journal: Can Free Stock Trades Sell? Robinhood App Tests New Brokerage Model
May 17, 2017
InvestmentNews: What's new and exciting in the fintech space
April 18, 2017
Markets Media: CEO chat: Bill Capuzzi, Apex Clearing
February 8, 2017
RIA Biz: Apex Clearing adds Ron Fiske to its Pershing mafia as it plays bigger for emerging asset class
January 31, 2017
Press Release: Apex Clearing names Ron Fiske Head of Retail to drive the company’s digital advice solutions
January 26, 2017
Inc.: 6 fintechs disrupting the industry — These six ventures are reshaping the infrastructure in the financial services sector.
January 25, 2017
WealthManagement: Apex Clearing adds rebalancing technology
January 24, 2017
PR Newswire: Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform

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