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Tricia Rothschild makes the InvestmentNews Women to Watch List

ThinkAdvisor: Real-Time and One-Click Are the Future

FP: How Schwab handles TD’s Veo could reshape the RIA fintech landscape

Dallas Innovates: Tesla Beats Apple as Top Millennial Fave in Q3, Says Apex Clearing

FA: Financial Services Must Be Frictionless To Truly Serve Future Clients

IBD: Millennials Make Tons Of Money On Their New Favorite Stock

CNBC: Study: Big Tech, electric vehicle stocks popular among Millennial investors

Finovate Awards 2020 Finalist, Best Wealth Management Solution

Waters Rankings 2020: Best Clearing House—Apex Clearing