Articles & Tools
4 Mistakes to Avoid When Switching Custodians
There’s no question that switching custodians is a big undertaking for an RIA. But making a change is well...
What’s Driving Broker-Dealers to Change Clearing Firms in the Middle of a Pandemic?
2020 has been a tumultuous year, to say the least. A global pandemic led to unemployment levels that haven't...
Meet Our Team: Michael Scaplen, SVP Sales and Relationship Management
Michael Scaplen remembers going to conferences early in his career where he would hear traders talk about...
APIs: The Behind-the-Scenes Programs That Keep Your Business Moving
At Axos Clearing, we're committed to delivering superior technology and seamless integration, providing the...
Is Evolving into a Holistic RIA the Right Move for Your Business?
Adapting to clients’ ever-changing needs and expectations can be challenging. To deliver what clients are...
Meet Our Team: Dan Opperman, Chief Technology Officer
Today, Dan Opperman is our Chief Technology Officer here at Axos Clearing. But how did this competitive,...
The Value of APIs
Over the years, firms have constantly rotated between proprietary technology and using shared concepts and...
8 Questions Large RIAs Should Ask Custodians
As high-priority clients, large RIA firms typically get a great deal of personal attention from custodians....
Getting to know our team: Amy Ausdemore, Training Development Coordinator
We’re proud to talk about service being one of the pillars we offer our correspondent firms and advisors....
Questions RIAs Should Ask to Ensure a Smoother Custodian Transition
Few things bring as much change to an RIA firm as a new custodian. Switching custodians is a necessary step...
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