News, Vision & Voice for the Advisory Community

Articles tagged "Apex Fintech Solutions"

Headline

Publish date

Jon Patullo: It was great to build an incredible team, strategy and advisor platform in a short time at Apex.

Apex eliminates Jon Patullo's position in move that baffles analysts but may clear the way for Mike Kerins to take on the 'Astra' challenge

One of the better-trusted and respected TD Ameritrade RIA executives helped make 'Astra' a legit Veo 2.0 contender, before his position was eliminated -- perhaps related to AdvisorArch acquisition

April 24, 2024 at 1:52 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

Articles tagged "Apex Fintech Solutions"

Headline

Publish date

April 24, 2024 at 1:52 AM

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

Articles tagged "Apex Fintech Solutions"

Headline

Publish date

April 24, 2024 at 1:52 AM

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory