The Daily Brief

A study of broker/dealers' senior practices, more than 1,500 Fidelity employees accept buyouts, and NFL alumni get a new advisor.

Economist says we won't see a cryptocurrency bubble, Boomers are short of their retirement goals, and SEI gets into the family-office market.

Fintech becomes an economic pillar for Massachusetts, Japanese asset manager studies artificial intelligence, and millennials eat out a lot.

One online lender hopes to lure millennials with avocado toast, Elizabeth Warren really loves HBO's "Ballers" and Clinton Portis says he contemplated killing his financial advisors.

Tim Duncan's former financial advisor gets prison time for fraud, Stephanie Sammons branches out on her own and Salvador Dali may have a new heir.

Quincy Jones has an ETF, investors don't understand the fiduciary rule ,and Raymond James adds a team from UBS.

Advisors weigh in on how much to share about their own finances, Schroders enters U.S. wealth business and Raymond James gains $500 million team.

Al Gore's simple investing strategy, millennials do better at saving in their 401(k)s than Gen X and Boomers and T. Rowe joins Envestnet's Fiduciary Advantage Service.

The barometer for being wealthy has changed, Advizr raises $7 million, and a Morgan Stanley team in Seattle joins Raymond James.

Edward Jones tops wealth management firms in online searches, investors working with advisors are making changes, and UBS loses another $1 billion team.