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Bill Capuzzi - Breaking Down Wealth-tech with the CEO of Apex Fintech Solutions

Wharton FinTech Podcast

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The Inefficiencies of the Traditional Brokerage Industry

This chapter discusses the historical barriers to entry for individual investors in the brokerage industry, including high trade costs and lack of accessibility. It highlights the manual and inefficient processes of opening and funding brokerage accounts in the past. The need for innovation and improvement in the industry is emphasized.

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