Tagged: steve dunlap

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

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