
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.
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.
The winners in our ranking are those advisors who are well-rounded. Consistency wins the race in this case.
For the first time in eight years, the top advisor from our Top 50 ranking was a woman.
The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.
If clients ask you about their Social Security benefits, or even if they don't, you have a chance to educate them on how the program is still an important part of their retirement plan.
The bank channel, long regarded as a minor league to the glitzier and higher-paying wirehouses and RIAs, is on the verge of taking a major-league step ahead.
First National Bank of Bemidji in Minnesota is looking to add advisors and clients.
The 30-year industry veteran joined from Bank of the West.
New advisor will focus on ultrahigh-net-worth clients mostly in the Miami area.
The notion of working into one's 70s just doesn't cut it for many.
Banks on track to generate $1 million in insurance brokerage for the year declined 16%, but the number that saw double-digit increases in brokerage income saw a significant jump.