Lee Conrad

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

The bank cited Cetera’s digital platform as an attraction that will offer a competitive advantage to help grow its business.

Amid the ups and downs of the bond markets, these funds attracted new investors.

Advisers will be challenged to evolve to remain successful in the new age of cheaper investing, shifting demographics and (at some point) a fiduciary standard, says Tim Coleman of Centier Bank.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

These 20 funds didn't just rise with the tide, their returns topped their benchmarks.

Here’s a roundup of the best quotes and most intriguing ideas we heard at the annual convention.

In one of the biggest bull markets in recent history, some mutual funds are still cheap by historical measures.

Consultant Peter Bielan urged bank wealth execs to incentivize long-term thinking on the part of advisers, not just hitting a monthly goal.

Bank and bank advisers need to improve at the tangibles (financial plans) and intangibles (corporate culture) in the future.

After eye-popping gains in the stock market over the past three quarters, price-to-earnings ratios have soared.

We've reshuffled our top 100 bank advisers to list them by tenure in the industry. Here are the top 20.

If rule isn’t scaled back, the lower tier of advisers has a rough road ahead. Their “future isn’t what it was in the past.”

It’s not just about consumer advocates and advisers; there’s another side to the issue that’s not getting the attention it deserves.

Some have already seen strong returns, with the top five posting more than 20% over the past year.

The sector covering aerospace, defense and transportation has seen strong returns. Will Trump campaign pledges boost future performance?