By avoiding the subject altogether, advisors run the risk of having existing tensions redirected onto them.

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.

Straight-through processing should generate convenience and efficiency.

By the numbers.

Here's what goes into the total package.

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.

Delegation can save advisors a lot of time and empower other team members. Here’s an easy method one advisor recommends.