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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.

BMO Harris Private Banking is sticking to its cautiously optimistic 12-month outlook despite economic turmoil in Europe and anxiety over the much-discussed fiscal cliff.

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

After six months of negative cash flows, non-qualified annuities turned positive in the third quarter.

Risk tolerance in the younger U.S. mutual fund investor set has returned to the level seen before the financial crisis of 2008, according to research from the Investment Company Institute.

It's makeover time for Casey, Quirk & Associates, which just launched its brand new corporate website.

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.

In the upcoming December issue, BIC will reveal its annual ranking of the Top 50 Bank Advisors. But in the meantime, here’s a sneak peek at advisors 41 through 50.

Former UBS AG trader Kweku Adoboli was sentenced to seven years in jail for fraud in relation to a $2.3 billion loss, the largest from unauthorized trading in British history.

Koesterich will be responsible for communicating the firm’s strategy and market outlook to investors and financial advisers, New York-based BlackRock said today in a statement. Koesterich will report to Ken Kroner, global head of the firm’s multi-asset strategies group.

Former UBS AG trader Kweku Adoboli was found guilty of fraud in relation to a $2.3 billion loss, the largest from unauthorized trading in British history. He was cleared on four counts of false accounting.

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.

With over 25,000 open-ended mutual funds available for sale in the United States, it is more difficult than ever to stand out from the crowd.

Three muni market groups have joined forces with the Council of Development Finance Agencies and sent Congress draft legislation that would create special Hurricane Sandy Recovery Bonds to help businesses and people in the Mid-Atlantic region still reeling from storm-related destruction.

There are a host of reasons why emerging market debt has been looking sweeter to investors.

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.

Mainstay Investments has augmented its alternatives offerings with two hedge fund-of-funds.