Tanvi is a graduate of City University of New York and was an editorial reporter for InvestmentNews in 2016, before moving on to write for RIABiz.com, InvestmentWires, Debtwire and by 2021 becoming a senior reporter for IJGlobal. You can connect with her on LinkedIn here.
Acquisition is fourth in RIA channel since last year and eighth overall in 2016.
The number of advisers considering going independent doubled to 12% in 2016, from just 6% two years ago.
Texas group had formerly been affiliated with Cetera.
Charitable donations reached $373.25 billion in 2015, according to Giving USA.
Survey shows that 58% of plan sponsors found their adviser through a referral.
People's United Bank is expected to finish the transaction by the end of this year via its subsidiary.
Robert Duncan, Bradley Newman and Zachary Breverman opened Duncan-Newman Associates in Agoura Hills, Calif.
Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.
Twenty percent of firms say they were victims of a cyberbreach during the past 18 months.
Firm also plans to enter into an agreement with NextShares to develop and launch their own version of these hybrid funds.
