Lee Conrad

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?

The health care industry is in the spotlight, creating uncertainty in a sector that’s been posting double-digit gains.

Today’s young winners are concerned about the fiduciary rule, and rightly so since it could potentially land them in court.

Executives also estimate how much of their advisory force will quit in the wake of the DoL rule.

If your investment time frame has been seriously long term, these are the funds that posted the best returns over the long haul.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

Succession planning is thwarted by most bankers' high-handed attitude that they own the client relationship. Realities on the ground are more nuanced.

Demystifying COLA and maximum earnings subject to tax increases.

Demystifying COLA and maximum earnings subject to tax increases.

Check out the list of the biggest falls from grace in 2016.

Which fund categories had the biggest rebounds this year?