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Tackling the Great Wealth Transfer With Technology
Megan Hausmann, Senior Director - Advisory Success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of the next generation of investors amidst a significant wealth transfer.
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Megan Hausmann
Senior Director - Advisory Success
Megan Hausmann is the Senior Director of Advisory Success at Apex Fintech Solutions. She has 15 years of experience in financial services and has spent most of her career curating talent and providing business consulting services to assemble the next generation of leaders in wealth management.
For over a decade, Apex Fintech Solutions has been a trusted platform and ecosystem for the fintech industry. We provide long-term support to help clients navigate and shape the future of finance, enabling them to eliminate friction and transform the end-investor experience with innovations like fractional-share trading and robo-investing. Our technologies integrate easily and perform at scale, offering solutions in clearing, custody, advisory, routing, execution, and tax processing.
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