Lee Conrad

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.

Bank advisors are in a tough spot. Two separate issues are hitting them at the same time, either of which could be a game-changer.

Simplicity is often the goal for clients. But how simple should they get, and how can it be maintained in a fast-changing world?

While the S&P 500 returned 10.4% over the past year, certain sectors have surged nearly five times that. After those big gains, is it time to sell? Check out the top 10 equity sectors over the past 12 months and consider whether rebalancing should be high on your priority list.

Despite the explosion of data and the ability to look up almost anything instantly, investors are inexplicably adept at buying high and selling low.

We once again scoured the industry to find the Top 20 Program Managers. Plus, we've included More of the Best, which shows those managers who ranked 21 through 50 in our final analysis.

Customers don’t see much of a difference in the financial firms they deal with—even those that are considered the best.

To illustrate where our BIC Top 50 advisors work and live, here are the top states based on the number of our ranked bank reps.

Lipper granted its awards to the best mutual funds and best overall fund families this week. Here are performance stats on the winning funds of the winning companies.

In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.

If there were ever a challenge that's really an opportunity, this is it. How often can a company act strategically while also doing the right thing?