Chester County News and Community Website
BERWYN, PA — Fiduciary Exchange LLC (FIDx) has integrated Beacon Research’s annuity rate data into its Insurance Exchange platform, a move aimed at simplifying how financial advisors research and select …
FIDx Integrates Beacon Data to Streamline Annuity Sales Read More
WAYNE, PA & BERWYN, PA — iPipeline and Fiduciary Exchange LLC have expanded their partnership with the launch of Insurance Exchange Express, a platform designed to provide digital annuity distribution …
iPipeline, FIDx Launch Digital Annuity Platform for Smaller Firms Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced its Insurance Exchange (IX) platform has crossed $3 billion in transaction processing volume, marking a major milestone in the company’s growth and …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions Amid Rising Annuity Demand Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced this week that its Insurance Exchange (IX) platform has processed more than $3 billion in new transactions, marking a significant milestone as …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions as Annuity Demand Accelerates Read More BERWYN, PA — Fiduciary Exchange, LLC (FIDx) this week announced the completion of its latest growth capital round, led by Prudential Financial, Inc., with additional investments from Franklin Templeton, Invesco …
Fiduciary Exchange Secures Growth Capital to Expand Retirement Solutions Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx) has announced the addition of Bill Crager, former CEO of Envestnet, to its Board of Directors. With over two decades of leadership experience in …
Former Envestnet CEO Bill Crager Joins FIDx Board of Directors Read More