Investing Platform Seeds Raises $10M in Series A Funding
This latest round brings Seed’s total funding to $15 million, which will go to hiring and development.
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Steward Partners Adds $700M-Georgia-Based Moore’s Wealth
Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth.
How AI reduced the need for a virtual assistant: Show Me Your Stack
Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.
SEC Aims To Fill Roles Vacated During Trump-Era Staff Departures
According to Chair Paul Atkins, the agency has 4,200 employees, down from a high of 5,000 last year. One former SEC policy advisor said morale is near an all-time low.
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