Chester County News and Community Website
BERWYN, PA — Two Chester County financial advisors were named to Forbes’ 2026 Best-in-State Wealth Advisors rankings, extending Merrill Wealth Management’s presence on an industry list dominated by the firm’s …
Two Chester County Wealth Advisors Rank Among State’s Best Read More
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
Saving for retirement is important, but it’s only part of the picture. If you’re within five to 10 years of your target retirement date, it’s time to start thinking about …
Five Questions That Could Change How You Eee Retirement Read More
Getting married is a major decision that comes with a financial to-do list that’s arguably more important than choosing a venue or a cake. Talking openly about money can help …
Ten Financial Steps to Take Before And After Your Wedding Day Read More
BERWYN, PA — Envestnet reported that average annual retainer fees charged by financial advisors have climbed 52% since 2023 as wealth-management firms increasingly shift toward planning-focused service models and reassess …
Advisor Retainer Fees Jump 52% as Planning Models Shift Read More
WASHINGTON, D.C. — A federal court decision has eliminated a Biden-era rule that would have expanded who qualifies as a fiduciary when giving retirement investment advice, restoring earlier standards that …
Court Ruling Reverses Retirement Advice Rule Nationwide Read More BERWYN, PA — Envestnet has launched Inside WealthTech, a new blog and video series designed to give financial advisors and industry executives a front-row seat to the conversations shaping the …
Envestnet Pulls Back the Curtain on WealthTech’s Power Players Read More
WASHINGTON, D.C. — In a rare show of bipartisan cooperation, U.S. Senators John Fetterman (D-PA) and Dave McCormick (R-PA) have introduced legislation aimed at protecting U.S. investors and national economic …
Fetterman and McCormick Introduce Bipartisan Bill to Halt CCP-Linked Financial Firms in U.S. Markets Read More
In the age of social media, it’s easy to find advice on just about anything — including how to manage your money. Content creators known as “finfluencers” — short for …
Should You Trust a ‘Finfluencer’? Read More
VALLEY FORGE, PA — Investors who receive personalized financial advice are reaping far more than just improved portfolio performance, according to new research from Vanguard. The firm’s Emotional & Time …
Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice Read More