Los Gatos, California-based Giordano Wealth Management was founded by Chris Giordano, who was previously affiliated with LPL Financial.
Grants increased by 27% in dollar terms from the same period last year, with more than 123,000 charities benefiting from the donations.
The training is designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.
The asset manager has added four allocation mixes to its target allocation portfolios.
The asset manager said the direct indexing tools it will offer after the acquisition will build on a pilot program it has been offering to RIA clients that's powered by Just Invest.
The retirement plan provider created its managed account program in 2019.
More money flowed to equities than fixed income in the second quarter, according to data compiled by Alight Solutions.
Kara Murphy, formerly of United Capital and Goldman, joins to talk about her new role as chief investment officer at Kestra. Blair DuQuesnay of Ritholtz discusses the takeaways from Britney Spears' public plea to end her 13-year conservatorship.
Orlando Garcia and Miguel Viyella join the firm's employee unit in Coral Gables, Florida.
Four-adviser Pacstar Financial Group is based in Honolulu and has three other offices in Hawaii.
