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.
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Veteran bank advisor William Murphy on why he still has mentors, and how one helped transform his business.
March 16 -
Advisor Brick Sturgeon shares his best prospecting strategies.
March 14 -
Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.
March 9 -
A fund may close its doors to new investors for a number of reasons, but they can still turn out profits for its invertors.
March 3 -
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.)
February 24 -
Looking for income? These funds have the highest expected dividend payments compared to current stock prices.
February 22 -
Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.
February 17 -
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.
February 8 -
Years of losses can take a toll on a client's psyche; they can also create buying opportunities.
January 28 -
The deal marks the first big bank client for FutureAdvisor since it was acquired by BlackRock last year.
January 12
