Lee Conrad

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.

These wealth management execs, among the best in the channel, oversee their teams in the midst of major industry changes brought on by technology, demographics and smaller branches.

When average performances are analyzed rather than just the top funds, a passive strategy prevailed over the past five years.

Industry veteran Bob Carr on how to approach advisor training (and how the old days weren't always so good.)

Advisor Kevin McDermott shares his opinions on the biggest mistakes he sees from young advisors in the bank channel.

While most of the channel has not begun to grapple with succession planning, the biggest banks have begun to chalk up successes in certain areas, and even a handful of small banks are seeing some progress.

Change happens when it has to. For bank advisors, this means they'll get succession plans--eventually.

Banks and credit unions are not prepared for the onslaught of change that began Wednesday.

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

Two strategies for program growth -- increasing headcount vs. making the current staff better-- were on full display at the BISA conference.

High-net-worth and mass-affluent customers have reasons for preferring banks for wealth management, but banks are missing out on both segments.