RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Bill Capuzzi"


Headline

Publish date


Bill Capuzzi: 'The financial industry is in the early innings of a massive digital transformation.'
December 13, 2023 at 1:50 AM

Bill Capuzzi: 'We continue to lay the groundwork for long-term success.'

Tricia Rothschild is out at Apex in run-up to $4.7 billion IPO as an ex-Goldman exec assumes her day-to-day role and two ringers fill big jobs

The ex-Morningstar exec leaves president role after one year as ex-Google and ex-Nasdaq talents step into new CTO and CMO posts.

July 14, 2021 at 7:04 PM

Tricia Rothschild, who was named president in August 2020, has seen nothing but hyper-growth since coming aboard.

Apex Clearing soared by every measure in 2021's first quarter, except one -- its $4.7-billion valuation held steady ahead of its anticipated IPO

The Dallas clearing firm's quarterly net income jumped 414%, with trades up 183%, though the firm disclosed little about its staying power.

May 4, 2021 at 2:04 AM

Bill Capuzzi: We’re entering a wealth management pricing war … [and] firms are realizing legacy custodians can’t deliver … [what] they need to remain profitable.

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

The CEO begins to shed image as upstart custodian for the robo first wave and mature. Lucille Mayer and Hannah Grove join from Pershing and iCapital, respectively, to help Bill Capuzzi's firm do just that.

May 7, 2019 at 7:01 PM

Bill Capuzzi: InvestCloud is similar to Envestnet and we want to be agnostic and provide our advisors choice. It really is about providing advisors with choices they want on the front end.

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 at 6:50 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.