The Daily Brief

The famous actor touted an initial coin offering from Bitcoiin2Gen in social media postings without telling followers that he was being compensated for his endorsement, according to the SEC.

Merrill Lynch has promoted Michael Simonds to Market Executive for the SD market in downtown Manhattan and Brooklyn.

Sanctuary Wealth Group, a hybrid RIA with deep roots at Merrill Lynch, has added Concenture of Houston to its roster of 33 partner firms.

The outreach program for compliance officers will be held this April at the SEC's Washington, D.C., headquarters.

United Planners Financial Services partnered with TAMP provider Sawtooth Solutions for its advisor services offerings.

Following Plaid's planned acquisition by Visa, a former Quovo employee is setting out to build student loan fintech.

The deal with Visionary Wealth Management will make the 16-person team RBC's largest in the state.

Robertson Stephens, a family-office and HNW advisory, steps into the Bay Area with $150 million team.

Motive Partners and Fiserv's Investment Services business is now called Tegra118, referencing the 118 chemical elements found on Earth.

Popular proposal generation tool can now seamlessly share data with the firm's new account opening tool.