D.A. Davidson has announced that Scott Witeby, a senior executive with extensive experience in the financial services industry, has been named the company’s chief financial officer and a member of D.A. Davidson’s executive leadership team.
To help you provide accurate answers to your clients’ Social Security questions, here is a concise reference guide to survivor benefits.
While all parents are concerned for their children’s well-being, parents of children with special needs face additional challenges in planning for that person’s long-term care and financial support. Early planning and extra consideration can help alleviate fears and produce a strategy that reduces stress.
As a successful advisor, you may receive tempting transition opportunities. The chance to start anew, combined with a serious financial offer and other rewards, can be alluring.