Apex CEO Bill Capuzzi discusses the future of custody and the possibility of taking another run at going public.

The Australian-based 'advice engagement and client experience platform' aims to work with 150 U.S. advisors by the end of the year.

Speakers at the Future Proof wealth festival on how compliance can move a cost of doing business to a valuable business function to be marketed—and monetized.

Former Vanguard wholesaler Devon Drew wants to bring $1 trillion in assets to demographically underrepresented investment managers by 2030.

Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards.

Fidelity has been one of the most visible institutional proponents of digital assets.

Stich, the former chief operating officer of NaviPlan, will join as chief revenue officer; Velugula, former tech executive at UBS and AQR, will head up technology for the new custodian.

Meant to minimize shortfall risk, the system has been in development for almost a decade.

The 990-T form involved in the incident is used by both tax-exempt groups and individuals with some retirement accounts invested in certain assets, including master limited partnerships and real-estate investment trusts.