
Lee Conrad
Former senior editorLee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.

Lee Conrad is a former senior editor of Employee Benefit News and Employee Benefit Adviser, and a former editor of Bank Investment Consultant.
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.
Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.
For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.
Information is flying at clients from TV and the Internet, and it's just too much, says Wells Fargo adviser Matt Fryar.
This asset class has faced an uphill battle in a sector defined by low-cost, index-hugging funds, but there are some true standouts.
Hiring advisers with a variety of backgrounds can result in a well-rounded team. Everyone is unique, but nobody can do what a group can accomplish together, says one program manager.