Apex Clearing CEO Capuzzi on Millennial Investing

Bill Capuzzi, CEO of Apex Clearing, discusses the role of Apex in wealth management, focusing on millennials' impact on investing. He highlights millennials' digital mindset, their investment preferences, and the challenges faced by traditional financial institutions. Capuzzi emphasizes the need for a hybrid approach combining technology and human interaction to meet millennials' needs.

How do millennials' values influence their investment choices compared to baby boomers?

In what ways are fintech companies changing the landscape of investing for millennials?

What challenges do traditional wealth management firms face in adapting to millennials' needs?

What is the significance of the term 'hybrid' in the context of wealth management?