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Following the brief surge, White House officials deny that Gary Cohn’s statements on the Trump administration's plans were ever made.

Curtis C. Verschoor, CMA, CPA, is emeritus Ledger & Quill research professor, School of Accountancy and MIS, and honorary senior Wicklander research fellow in the Institute for Business and Professional Ethics, both at DePaul University. He also is a research scholar in the Center for Business Ethics at Bentley University, and Chair-Emeritus of the IMA’s Committee on Ethics.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

The bank's current leader of Consumer Banking and Private Wealth Management will move to a new role spearheading initiatives to evaluate further fintech alliances.

Thomas Michaud is President and CEO of Keefe, Bruyette & Woods, a Stifel Company.

The regional firm's newest hire generated $926,000 while at the wirehouse, according to RBC.

The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.

Pen Pendleton is co-founder and partner of CLP Strategies, a communications consultancy specializing in corporate and financial issues management.

Acting Chairman Michael Piwowar calls accredited investor threshold an "artificial distinction" that perversely can hurt the smaller investors it's designed to protect.

Alexander Sicular is a solutions architect for Basho, a developer of NoSQL distributed database technology.