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Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.

Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.

Vincent Gaudiuso
Quality Control Partner at Buchbinder Tunick & Company

Melisa Galasso
Founder and CEO of Galasso Learning Solutions LLC
AICPA Technical Issues Committee Member

When an unusual recruiting deal between Credit Suisse and Wells Fargo went awry, years of broker frustration, severe attrition and litigation followed. Also at stake: Up to $245 million in back pay.

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

Ben Lindner, CISA, is manager of solutions advisory services at AuditBoard. An experienced auditor and PwC alumnus, he has spent his career consulting with some of the world’s largest organizations on the topics of audit practices, finance and accounting processes, risk programs and SOX compliance.

The dispute involves dueling claims of fiduciary responsibilities.

Amanda Aubin is the director of human resources at Loyal Source, an Orlando-based workforce solutions company.