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.
