Practice

Carmela Elco, an executive of National Penn Bancshares’ retirement advisory business, will join the council next month to help with initiatives in research, public relations, general public education, regulatory positions, and practice management.

National Advisors Trust has launched an upgraded version of AdvisorDesk, the firm’s proprietary multi-custodian technology platform.

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

Robert W. Baird & Co. has hired veteran financial advisor Baron C. Becker from Morgan Stanley Wealth Management in Portland, Maine.

Most Americans, particularly women, are woefully underprepared for retirement, with four out of 10 women having less than $10,000 saved, and only 21 percent having more than $100,000 in all of their investment accounts, according to research from Mintel.

It’s no surprise the middle class bore the brunt, but what steps can they take?

Charles Schwab has announced yet another product for companies to improve their business operations.

Advisor Impact, a client feedback consulting firm, and Focus Partners, an advisor coaching firm, announced today they are joining forces to offer Advisor Impact clients coaching in addition to its Client Audit Program.

Most Medicare enrollees will pay 5% more for Part B in 2013. Considering that the Social Security cost-of-living adjustment for next year will be 1.7%, advisors can see that seniors’ medical costs are rising faster than the overall inflation.

Guardian Insurance & Annuity Company, Inc. has expanded its capabilities as a retirement services provider.