Lee Conrad

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.

Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

All posted positive returns over five years, but active saw the largest outflows.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.

No performance chasers here; these investors buy on the downside.

Investors may be shifting to cheaper options, or simply taking profits while markets are high.

We've reshuffled our Top 100 bank advisors to list them by annual production. Here are the top 20.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

For clients looking for investment income, these funds excelled in the first half of 2017.

Dying young isn’t the problem, our expert says, tongue-in-cheek. Consultant-author Brian Doherty talks to Editor Lee Conrad about the real problem underlying financial problems in retirement – long life.

If these ratios increase along with stock prices, how high is too high?

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.