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Impact Labs adds smart beta options to its SRI platform, Fidelity taps Andy Fay to lead its family office division and CFP teams with iRelaunch to help women relaunch their careers.
Clients are using tax refunds to pay down debt, not invest; Ameriprise gains team from Wells Fargo and MainSource Banks acquires Indiana investment firm.
“I hear from a number of advisors that they would make the move to independence if there was a way to get some liquidity around the move, because they view it as a way to potentially de-risk the move,” said Dynasty President and CEO Shirl Penney.