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.