Knowledge Hub

Check out our latest podcast with Michael Scaplen, Senior Vice President and Relationship Management at Axos Clearing and Douglas Heikkinen at Advisorpedia. In this podcast, Doug and Michael discuss the successful year Axos Clearing has accomplished and the biggest...

Carlos Legaspy is the Founder and CEO of InSight Securities, a full spectrum international brokerage and money management firm that has been providing investment services to high-net-worth individuals retirement, corporate and trust accounts since 1970. Legaspy is...

Jeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors. In today’s episode, Doug and Jeremy break down risk management and how Axos Clearing approaches its measurement...

Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents. Doug and Carla talked about her coming from outside the financial services industry...

Michael is the current SVP of Sales and Relationship Management and Gary is the President and Managing Principle of Axos Clearing. The company provides a broad range of services to FINRA members introducing broke- dealers and Registered Investment Advisors (RIAs). In...

Michael Scaplen is the senior vice president of sales and relationship management at Axos Clearing, a company that prides itself on delivering flexible solutions backed by innovative technology, experienced industry professionals and access to leading bank products. ...

Realto, through its partnership with Axos Clearing, became the first ever platform to have a fully electronic secondary transaction of an alternative investment. In today’s episode, Michael Scaplen, Senior Vice President of Sales at Axos Clearing, LLC, and Brian King,...

Michael Scaplen, Axos Clearing’s SVP of Sales and Relationship Management is back. This time to outline questions you should get answered when considering changing clearing houses. This episode of Power Your Advice is a rapid-fire Q&A between Doug and Michael, in...

At Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at all levels. We will be dedicating some Power Your Advice episodes to...