March 3, 2000
The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
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SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios
SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
Dynasty Financial Partners Appoints Shawn Shook as General Counsel to Support Legal Strategy and Advisor Transitions
"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."