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February 10, 2021

POWER Series: Tricia Rothschild, CFA

With the rise of younger investors’ engagement in their money and the drastically changing fintech landscape, what are the implications for the wealth management industry today and in the future? On February 10, 2021, Tricia Rothschild, CFA, president of Apex Clearing, joined us to discuss her career growth, lessons learned, the nuances of trading vs. investing, the influence and evolution of fintech, and where the industry is heading.