
Lee Conrad
Former senior editorLee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.
Meet the best of the best in the bank channel. Read about how they approach their jobs, how they serve clients and how they made the list.
Here we conclude with the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.
Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.
Here is the second segment of the Top 100 Bank Advisors. Check out the top 25, as well as those who ranked 51-100, in separate slideshows.
A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.
Medicare Part B premiums will stay flat next year, but most retirees will still pay more.
Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.
Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.
These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.