Lee Conrad

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.

These top bosses have kept their advisers focused during a difficult year for the bank channel and increased business to boot. Read about their strategies and insights

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

Honest communication can make a big difference in preventing people from quitting during management upheavals.

In line with our mission to provide timely intelligence and insight, Bank Investment Consultant launches a redesigned website.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.