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The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.

Regulators are asking cannabis fund providers to produce third-party legal opinions verifying they don’t violate state or federal laws.

Jack Baldwin is CEO of BHMI.

Graham Steele is the staff director of the Corporations and Society Initiative at Stanford Graduate School of Business. Before joining Stanford GSB, he was the minority chief counsel for the Senate Committee on Banking, Housing and Urban Affairs and a member of the staff of the Federal Reserve Bank of San Francisco.

The brokerage may pay about $2 billion for the additional advisory clients, according to reports.

David Ahlquist is the latest addition to the firm’s growing employee broker-dealer.

Some plan to downsize to an inexpensive town nearby.

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.