Lee Conrad

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.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

We reshuffled the ranking to list advisers by their production as a ratio of their AUM. Here are the top 25.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.