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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GeoWealth Secures $38 Million in Series C Funding Led by Apollo
The funding will primarily accelerate innovation in GeoWealth’s UMA capabilities, while also strengthening the core technology foundation for its next phase of growth. As part of the use of proceeds in this round, GeoWealth has also completed the acquisition of the TAMP assets from Freedom Advisors.
NASAA Is Aiming To Bring State Rules In Alignment With Federal Standards
State securities regulators are moving toward modernizing marketing regulations for investment advisors.