Lee Conrad

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.

Clients may not even know the right questions. You need to tell them, and provide the answers.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

The fifth-biggest bank in the U.S. strikes deal with BlackRock’s FutureAdvisor to offer automated investing service.