The Daily Brief

RBC Wealth Management leases new Dallas office space, Grove raises $2.1 million in seed funding and survey shows the relationship between money and romance.

Millennials are in better financial shape than their Gen X counterparts, Artivest merges with Altegris and Trump taps Charles Rettig as IRS commissioner.

It wasn’t just the robos that had issues during the market rout, Riskalyze launches Riskalyze Retirement Solutions at T3 and Advisor Group partners with The W Source.

Craig David Dima has been barred for inappropriate toothpaste trades, unclaimed 2013 tax returns total $1 billion and digital account aggregation is the new normal.

FINRA rules protecting seniors go into effect, banks ban buying bitcoin with credit cards and advisors to keep shifting money abroad despite geopolitical risk.

Putnam Investments’ Super Bowl ties, Deutsche Bank joins the anti-crypto crowd and financial literacy eases anxiety in old age.

The U.S. ranks No. 2 in financial secrecy, TD adds to its commission-free ETF offerings and most charities are in financial trouble.

Two former Morgan Stanley advisors plead guilty to fraud, the pitfalls of robos using ETFs, and a man dies shortly after winning the lottery.

The Intercept profiles Jay Clayton, CFA partners with Bloomberg on education and Edelman teams with Envestnet for its advisor platform.

Wealthfront automates home buying advice, higher volatility doesn’t signal a market crash, and the richest of the rich are flocking to Australia.