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Better Supporting Advisors Through Innovation With Apex Fintech Solutions

Join Apex's chief commercial officer, Connor Coughlin and Shannon Rosic as they dives into the future of financial advising.

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Can an Efficient Tech Stack Give You Time Back?

Bill Capuzzi, CEO of Apex Fintech Solutions, shares how the power of AI can revolutionize advisory practices.

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Adding Value for the Next Generation of Wealth Management

Olivia Eisinger, head of advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.

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Propelling RIA Growth in a Crowded Industry

George Tamer, head of advisory sales at Apex Fintech Solutions, discusses how modern wealth management demands efficiency and digital sophistication.

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Tackling the Great Wealth Transfer With Technology

Megan Hausmann, senior director of advisory success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of next-gen investors.

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Shannon Rosic, Director of WealthStack Content & Solutions

In the video series, experts from Apex Fintech Solutions, discuss leveraging technology and AI to meet next-gen investor needs, drive RIA growth, attract top talent, and enhance efficiency in wealth management.

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