Asset-Map Brings Industry Leaders Together (Virtually)
What Happened: Asset-Map hosted AdviceTech.LIVE, a one-day digital conference designed around helping advisors see how technology solutions can work together in their businesses.
Why It Matters: I had a great time participating in this one. Asset-Map’s one-day digital event gave advisors, who are relying on technology more than ever because of mandated remote work, a chance to catch up on what’s new and what’s coming up in advisor tech. And let’s not forget the bigger picture—half of all ticket sales benefited CFP Board diversity initiatives. Well done, Adam and team.
Apex Clearing Hires Tricia Rothschild as President
What Happened: Former Morningstar executive Tricia Rothschild joined Apex Clearing as its new president. Tom Valverde also joined Apex as general manager of its advisory division.
Why It Matters: People ask me all the time: “Are you concerned about consolidation in the industry?” Every time the merger