Lee Conrad

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?

The new service will go beyond just job openings--it also will show how many advisors work in a certain area so applicants can hone their searches.

Banks can "dot the i's" by focusing on investments and insurance for their customers.

Older clients will have a harder time grasping new ideas, but they also will be more certain and confident in their decisions.

Whenever a comparison has come up in past conversations, big banks usually get the nod due to better technology, name recognition or higher pay grids. But small banks have a lot of fans too.

High-net-worth unit of one of industry's biggest bank programs gets new leader in Terry Jenkins.

The senior regional vice president will oversee new bank and credit union clients for Cetera in the eastern part of the U.S.

High-yield funds are losing cash, yet still earning a profit. For clients willing to take on extra risk, here are the 10 largest funds in this category, along with performance metrics for each.

Latest setback for Schorsch's financial empire as accounting firm steps aside.

Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors.

To meet the cultural challenges of merging the operations of a bank and RIA, Beacon Trust keeps the businesses separate with the advisors at a different location.