Lee Conrad

First Trust’s Jim Bowen reminded attendees at BISA's annual conference last week just how good American life can be, offering a can-do attitude that advisors need to adopt.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.

Many taxpayers can expect a lower tax bill under the new law and should consider adjusting their withholding to put the money to good use.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.