Lee Conrad

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?

Recent news and short term performance is good; longer term questions linger.

Next week, we'll unveil our annual Top Bank Advisers. In the meantime, see how you measure up to the leading advisers in the channel.

Advisers will not be able to serve as many clients under a fiduciary standard, which likely will encourage more cross-selling.

If I were a bank, I'd worry that the advisers who leave aren’t just from the lower ranks, but some of the top tier as well.

See the most popular ways for Americans to reduce their tax bills.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

Tiny COLA increases set for 2017; taxable earnings threshold also raised, making tax less regressive.