COVID19 and the mad rush to robo advisors
COVID19 and the mad rush to robo advisors . A potential takeover of apex clearing would have enabled sofi to become a personal finance center for managing money as well as recognize cost savings by meeting its. Information of sofi wealth available in the firm’s form adv part 2 brochure on the sec’s website. Women leading wealthtech's evolution InvestmentNews from www.investmentnews.com A potential takeover of apex clearing would have enabled sofi to become a personal finance center for managing money as well as recognize cost savings by meeting its. The clearing firm is apex clearing corp. Apex provides custody and clearing services for sofi securities llc.