News Articles by Lee Conrad | Financial Planning

Updated Tuesday, May 21, 2013 as of 12:55 AM ET

Lee Conrad

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The Top 20 Program Managers

May 1, 2013

Britt Woods from Fifth Third Bank tops our list this year. He and other winners discuss the importance of providing their bank partners with referrals.

LPL Bolsters Licensed Branch Employee Platform

May 1, 2013

LPL introduced a comprehensive support program last month for banks' licensed branch employees. The program will be offered in conjunction with Epic Platforms.

Program Managers: Mind the Gap

May 1, 2013

The Good, the Bad and the Ugly in the Bank Channel

April 11, 2013

Wealth management, broadly speaking, is seeing impressive growth. But �broadly speaking� is a frustratingly vague term and most of your clients are not among the economic winners of late.

LPL to Bolster Licensed-Branch-Employee Platform

April 11, 2013

Licensed branch employees represent a significant opportunity that many banks have not tapped to its full potential, according to LPL's Rob Comfort.

Striking the Right Chord Is Tough Even for the Best

April 1, 2013

Striking the Right Chord Is Tough Even for the Best

Social Security Strategy Could Be Deal Breaker

March 14, 2013

The system isn�t falling apart, but clients in their 60s have more personal concerns at heart�and you need to be able to answer their questions.

For Banks, a Funny Thing Happened on the Way to the New World Order

March 12, 2013

The self-directed channel hasn�t been as bad as expected for traditional advisors. And there may even be some opportunity left.

Banks: What Is Your Wealth Strategy?

March 12, 2013

Few bank executives could state a clear and comprehensive wealth strategy. And most had trouble identifying something about their wealth management efforts that was unique.

BISA Sessions Delve Into Markets and Psychology

March 11, 2013

The two Monday morning sessions at the Bank Insurance & Securities Association�s annual conference were billed as �Market Perspectives� and they lived up to the name.

BISA Opener Strikes 'Moderate' Chord

March 10, 2013

If there was a theme to the opening sessions of the Bank Insurance & Securities Association�s annual conference in Florida on Sunday, it could be characterized as moderation.

Road to BISA: Editor�s Choice

March 8, 2013

BIC Editor Lee Conrad outlines the conference sessions that piqued his interest.

How Industry Experts Are Making Sense of Behavioral Economics

March 1, 2013

We asked the experts to help present the concepts of behavioral finance in a practical way. See how their insights can help you in your practice.

Social Security: Changes and Challenges

February 28, 2013

The Social Security System will be a significant source of retirement income for anyone over the age of 40. And it most likely will continue for decades, provided it gets tweaked and changed along the way. But that�s an important caveat. It needs to be changed.