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.
"Orion's platform is designed to help firms like Arete Wealth accelerate growth and deliver an exceptional client experience," said Reed Colley, President of Orion Advisor Technology. "Together, we're enabling advisors to scale their businesses while delivering the personalized service today's investors expect."