Lee Conrad

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.

These 12 program managers from our ranking have logged a combined 375 years in the wealth management industry.

If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.

The volatility can be painful, but these funds are often used to diversify portfolios and generate alpha.

These program managers have ranked most consistently among the best of the best.

We reshuffled the deck on our top program managers and ranked them by third-party marketers.

The broad market is rising, but so are the worries. See which cyclical funds have rewarded investors.

BIC took a fresh look at its top program managers and re-ranked them based solely on productivity.

Specialty REITs, which can include a wide range of investments such as cell towers and college dorms, are on a tear this year. Check out the performance of other major categories.

Fixed income has posted steady returns in these markets, while once high-flying equities have come crashing down.

Most banks and credit unions outsource their investment programs to third-party broker-dealers. Here's how they stack up.

BIC took a fresh look at its top program managers and re-ranked them based solely on team assets under management.

Our latest Industry Leadership Forum produced more questions than answers, but many participants expected changes in adviser compensation.

Fixed-income yields may feel low, but foreign investors facing negative yields at home are making the U.S. markets popular.

See which TPM tops the list for both highest production-per-adviser and highest fee income.

The fiduciary rule flips wealth management on its head, especially in the bank channel. Smaller books will be just one response at Cetera.