The Daily Brief

Fidelity takes a stand on sustainability, The American College for Financial Services partners with GAMA International and U.S. Bank strengthens focus on wealth management.

Cory Redding defrauded by his financial advisor, adults lose confidence in financial well-being as they age and millennials want more than robos.

Backlash to an attempted Vanguard takedown, investors are better at timing the market and Merrill Lynch adds an international advisor in Miami.

Warren Cohn shares his coming out story, investors are still concerned about digital security and JTC acquires Merrill Lynch's international trust and wealth structuring business.

Washington is on advisors' brains, Folio adds 200,000 brokerage accounts and a Michigan-based Merrill team joins Raymond James.

Trump controversy is costing Mar-a-Lago galas, a new startup will help advisors and clients predict medical costs and a new platform for hybrid advisors launches.

Nigel Green views Trump as a threat and an opportunity to investors, Mason Salit joins Dyansty and HighTower adds a former Merrill team in West Palm Beach.

SoFi launches a hybrid robo advisor service, Judy Mares joins the Betterment for Business board and Prince's heirs have been named.

Slashing fees is only the start to keep self-directed investors, FiNet advisors join Raymond James and diamond earrings sell for a record at auction.

The top 20 colleges ranked by ultra-rich alumni, Addepar expands its alt investments capabilities and Raymond James continues its West Coast recruiting spree.