By Michael P. Scaplen Advances in technology, going as far back as the development of the telegraph and...
Is FaceTime Ever a Substitute for Face Time?
read more
Uncategorized
Strategies for Succeeding Within an Industry in Flux
Advances in technology, going as far back as the development of the telegraph and the first transatlantic...
Becoming a Holistic Financial Advisor
There are more than 30,000 SEC and State-registered investment advisors (RIAs) in the United States. While...
Axos Clearing: Your Partner In a New Age of Technology
Independent Broker-Dealers (IBDs) and Registered Investment Advisors (RIAs) are dealing with a dramatically...
Be Prepared for These Challenges Facing Broker-Dealers in 2022 and Beyond
The business landscape for independent broker-dealers continues to be challenging, and it’s helpful to...
Four 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...
Work Trends Highlight Axos Clearing Advantages
Only time will tell just how much the pandemic affected how we do everyday business on a long-term basis. If...
Three Benefits of Real-Time Data
We’re spoiled by expecting immediate transactions, whether we’re buying a gift on Amazon or buying and...
The Value of APIs
Over the years, firms have constantly rotated between proprietary technology and using shared concepts and...
Why the Right Clearing Relationship Matters
By Todd Shriber, Advisorpedia Clearinghouses are often viewed as the middlemen of financial markets, and the...
Headquarters
15950 West Dodge Road, Ste. 300
Omaha, NE 68118
402-384-6100