The Daily Brief

Don Heberle announced he is leaving BNY Mellon, Plancorp names Chris Kerckhoff its next CEO and Kestra adds another NPH team.

Columbia is the most expensive college in the U.S., Americans are doing a poor job at healthcare planning in retirement and Vestmark adds a research portal.

Wealthfront to replicate Bridgewater’s risk parity strategy, more millennials learn about cooking than investing and Lori Hardwick joins Riskalyze’s board.

Wealthsimple raises $51 million from Power Financial, the Insured Retirement Institute outlines its public policy goals and Goldman Sachs plans a big boost to its advisor headcount.

Layoffs at Jackson National and scammers invade the cryptocurrency space.

FINRA warns of scammers impersonating regulators, a California broker pleads guilty to money laundering and the Year of the Dog is good for stocks.

Silver medalist Chris Mazdzer is studying to become a CFP, Cetera reorganizes its B/Ds and T. Rowe Price to offer the full Financial Engines suite.

Fearless Girl is becoming permanent, cryptocurrencies boost charitable giving and heirs to family businesses want out.

New book aims to help millennials save for retirement, survey ranks financial advisors by client satisfaction and Athena Capital Advisors opens a new San Francisco office.

Ethisphere ranks the most ethical companies in the world, Merrill Edge adds ESG ratings to its portal and Kestra partners with eMoney.