Webinar: FusionIQ, Copper Financial & Apex Partner to Democratize Wealth Management for Credit Union Members

If credit unions want to retain membership in today’s competitive digital age, they need to offer access to digital investing. However, some investors prefer to be guided by an advisor, while others seek to embark on a self-directed financial journey. Providing investing options for both preferences is game-changing.

Sharing a vision to democratize financial advice for everyone, FusionIQ and Copper Financial have entered into a partnership to provide a platform for a fully digital, friction-free approach to investing, which will become available to hundreds of thousands of credit union members once finalized.

Watch our on-demand webinar to learn how FusionIQ, together with Apex Fintech Solutions, are powering a revolutionary, comprehensive investing experience for advisors and credit union members.

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John Guthery, CFA <br> Chief Investment Officer
John Guthery, CFA
Chief Investment Officer

John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.

John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.

jguthery@fusioniq.io | Connect on LinkedIn

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