The Daily Brief

Tim Duncan settles his lawsuit against his former financial advisor, new report questions the process of manager selection and Matt Grossman picked to replace Racquel Oden at Merrill Lynch.

J.P. Morgan debuts new alternative beta ETF, wealthy clients concerned about being found out and Robinhood starts trading cryptocurrencies.

FINRA opens small firm helpline, advisors are better off putting their phones away and how to help the UN raise money for Sustainable Development Goals.

Millennials are stepping up their savings game, Fidelity recognized for its digital user experience and Kestra names Kris Chester its new COO.

Goldman Sachs warns its HNW clients about cryptos, advisors are bullish on emerging markets and PwC details the hurdles ETFs are facing.

Morningstar details its unloved funds, Guaranty Bank buys Wagner Wealth Management and Plancorp opens in Nashville.

Generation Wealth premieres at Sundance, Securities America advisors are allowed to text and Triad LC joins Signature Family Wealth Advisors.

Clade connects wealthy investors, HighTower adds a team in New Mexico and deVere Group launches a cryptocurrency app.

The hidden costs of low-fee investments are a drag on retirement plans, WEX Health partners with DailyVest on HSAs and clients want a personal relationship with advisors.

Jeff Bezos donates to the dreamers, the Edelmans donate to an equine therapy program and impact investors sustain responsibility post investment.