Matt Vanden Heuvel and his team operate as Vanden Heuvel Wealth Management of Raymond James in Appleton, Wisconsin.
The bank’s existing broker-dealer will remain in place for corporate and municipal underwriting.
Morningstar Retirement Manager will use Hueler's platform to help individuals include guaranteed income products in their retirement plans.
The Pioneer Global Sustainable Equity Fund will invest at least 80% of net assets in ESG-friendly holdings.
DFA and Midland National are working with RetireOne on its contingent deferred annuity, which launched last October.
Sarasota-based Generations Wealth Planning is led by a father-and-son team, Rob and Kevin Lyons.
The Altamonte Springs, Florida-based team is using the services of Synergy Wealth Alliance, an OSJ affiliated with LPL.
Small plans still bear higher fees than large plans, according to a book that compiles data on retirement plans.
Arbor Wealth Management, which is based in Miramar Beach, will assume the Mariner name at the end of February.
ISS ESG Labels & Standards Solutions aims to help asset managers keep track of standards.
