Lee Conrad

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.

Veteran bank advisor William Murphy on why he still has mentors, and how one helped transform his business.

Advisor Brick Sturgeon shares his best prospecting strategies.

Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.

A fund may close its doors to new investors for a number of reasons, but they can still turn out profits for its invertors.

These advisers from our BIC Top 50 have either logged the most years in the industry (because seniority counts), or the fewest (so does cracking the top ranks at a young age.)

Looking for income? These funds have the highest expected dividend payments compared to current stock prices.

Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.

These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

The deal marks the first big bank client for FutureAdvisor since it was acquired by BlackRock last year.