New Apex Clearing President Tricia Rothschild discusses Robinhood, robos and the move away from products and toward client services in wealth management.
We basically experienced four years of market action over the last four months, and a lot of investors are struggling with the divergence between a failing economy and rising financial markets.
Advisors and clients alike being able to simultaneously adjust planning and portfolio scenarios in real time is a "game changer," according to Aite Group's Dennis Gallant.
