Nature Day on Saturday saw farming, agricultural and ‘nature positive’ pledges from governments and companies.
DeGreen Capital Management in Paradise Valley, Arizona, which has $328 million in AUM, is the firm’s second acquisition in the state.
The three advisers will open the firm’s third Montana office in Helena.
The combined companies will administer more than $700 million in assets for more than 150,000 retirement plans.
The companies say their aim is to allow advisers to manage alternative investments in one place
Most brokerages continue to demonstrate conflicts of interest when recommending investments to retail customers, a NASAA study shows.
Team leader Bryan Sweet had been with Raymond James for 32 years.
The new OneConnect product allows plan advisers to act in a 3(21) or 3(38) role.
The Goldman Sachs Workplace Retirement Solution uses the Ascensus platform to provide an integrated 401(k) or 403(b) plan that includes digital advice and digital financial wellness support.
Atlanta-based ACG Wealth was founded in 2002.
