Advisor profile

We took a fresh look at our most recent Top 100 Bank Advisors and re-ranked them based solely on their annual production figures. Here are the top 25.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Despite initial reservations, the advisers eventually viewed the cuts as the right thing to do in light of the industry's shift to a fiduciary standard of care.

We've sliced and diced our top bank advisers to list the banks and TPMs based on the number of our winners in their ranks.

The rep argued that the money she received was not a loan but rather the proceeds from the sale of her tractor to the customer.

The rep declined to provide the regulator with documents it needed to investigate allegations that she converted $13,000 for personal use.

The regulator rebuked the broker for excessive trading that generated more than $666,000 in commissions and fees and resulted in $397,000 in losses.

We've reshuffled our top 100 bank advisers to list them solely by fee business. Here are the top 25.

We've selected 8 up-and-comers who we feel are on track to become one of our Top 100 bank advisers down the road.

Information overload is a major problem, say young bank advisers. See how they help their clients make sense of it all.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.

These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

There is little to fear from the final version of the Department of Labor's regulation, planners say in a new survey.

FINRA reprimanded the former rep for allegedly falsifying personal documents as accommodations for HSBC bank customers.

Information is flying at clients from TV and the Internet, and it's just too much, says Wells Fargo adviser Matt Fryar.