Amanda Schiavo

“There aren’t many combination opportunities left, so about six or seven months ago we recommitted ourselves to recruiting and got more aggressive in recruiting,” says Michael Purpura, president of D.A. Davidson Wealth Management.

Fraudsters call seniors and get them to provide their Social Security number or pay a "processing fee" for the new Medicare card.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

Your client’s long life could be the death of their retirement savings

Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.

The Roth IRA has very low contribution limits, while those in high-income groups may not qualify to contribute to the account.

There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your clients know the details?

The new hires say they were drawn to the firm’s investment platform, product offerings and investment diversification.

The newly independent advisors added a new team and are looking to bring on more practices.

Planners are seeking the independence and support that they say they aren’t getting at wirehouses.

Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.

The firm’s headcount increased 8% in just one year.

The new tax law poses a dilemma for wealth managers.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Scroll through to learn about five core changes impacting retirees.

The broker-dealer has been scooping up talent from its rivals for months.

The unit will provide specialized services for private banking, international and institutional clients."

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.