Amanda Schiavo

Wealth management allows veterans the chance to help each other in a meaningful way.

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

Keith Apton got his first taste for finance while still in college.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

More advisors can’t ignore the call to go independent.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Scheduling freedom allows for more time with the kids, say those in the industry.

Chris Fils was once one of the wirehouse's youngest branch managers.

Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.

"Being a program manager allows me the opportunity to be the player/coach and the time to help others get better at what they do,” says Pinnacle Bank's Gary Collier.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

Wirehouses have been seeing a decline in their advisor headcounts.

Wirehouses are losing talent as advisors look to escape bank-owned firms.

“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