Tagged: bill capuzzi

In Wake Of DOL’s Fiduciary Rule: Fintech Firms FolioDynamix & Apex Clearing Announce Partnership to Deliver Next Generation of Automated Investment Advice

On Thursday, FolioDynamix announced its partnership with Apex Clearing to usher in a new wave of customer-centric investment technology in the wake of the Department of Labor’s Fiduciary Rule. The collaboration of the two fintech companies reportedly combines turnkey investment technology from FolioDynamix with automated and expedited… Read More

Fintech Firm InvestCloud Forms Partnership With Apex Clearing to Create New Digital Advice Platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global fintech firm InvestCloud as a technology partner for its new digital advice platform. According to the companies, Apex will allow fintech startups and financial institutions to quickly take to… Read More

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