The Daily Brief

Morningstar releases its annual screen of mutual funds, Janus Henderson uncovers home bias, and the documents that new parents need.

Millennials feel helpless to prepare for a financial crisis, Peapack-Gladstone makes another acquisition, and DNA test refutes fortune teller's claim to be Dali's daughter.

Betterment adds portfolios from Goldman Sachs and BlackRock, a Schwab study shows how much millennials love ETFs and a Connecticut union created a TV commercial targeting the high net worth.

Jamie Dimon calls bitcoin "worse than tulip bulbs," Seattle RIA joins Dynasty, and the FPA partners on a podcast for NextGen advisors.

How to handle HNW female clients who become "suddenly single," College for Financial Planning revises the CRPS designation for the fiduciary rule, and Associate acquires Whitnell.

New Jersey advisor is charged with gambling away client money, RBC hires two veteran brokers, and Johnny Depp puts his farm up for auction.

Americans feel more secure about retirement than they should, another financial-advisor Ponzi scheme, and geopolitics worry institutional investors more than a recession.

RBC Wealth Management U.S. targets women advisors, SS&C is offering an online fiduciary course, and a rare blue diamond hits the auction block.

The IRS provides Harvey victims some relief, SEC charges Navellier & Associates with fraud, and slow population growth could be a harbinger of inflation.