Chester County News and Community Website
READING, PA — Good Life Companies recently welcomed 12 former Waddell & Reed financial advisors to its platform. Based in the Northern Plains, Mountain West and Southeastern United States, the …
Good Life Companies Successfully Recruits 12 Former Waddell & Reed Advisors Read More
HORSHAM, PA — The Penn Mutual Life Insurance Company announced that Aaron Gordon has joined Hornor, Townsend & Kent, LLC (HTK) as president. HTK is Penn Mutual’s wholly-owned broker-dealer/registered investment …
Aaron Gordon Joins HTK as New President Read More
BERWYN, PA — Sallus Retirement, LLC, (Sallus Retirement) an independent professional fiduciary and retirement Pooled Plan Provider (PPP), announces that it has selected Ubiquity Retirement + Savings® (Ubiquity) to perform plan …
Sallus Retirement Selects Ubiquity Retirement + Savings for Administration and Recordkeeping of its Pooled Employer Plan Read More
WAYNE, PA — Cipperman Compliance Services (CCS) announced the addition of two senior compliance professionals to the firm’s staff. Frank Ingraham will lead CCS’s broker-dealer compliance outsourcing practice, and Erik …
Cipperman Compliance Services Announces Addition of Two Senior Professionals Read More
WEST CHESTER, PA — Key Financial, Inc. a financial planning and wealth management firm that oversees over $1.6 billion of assets under management, announced that Patti Brennan, President and CEO …
Chester County’s Patti Brennan Ranks #23 in Barron’s Top 100 Women Advisors in the Nation Read More
RADNOR, PA — eMoney Advisor, a leading provider of financial planning software and solutions, has launched the third season of its original podcast “That Makes Cents.” Building on the success of …
eMoney Advisor Launches Season 3 of ‘That Makes Cents’ Podcast with Financial Wellness Theme Read More
RADNOR, PA — Lincoln Financial Group (NYSE: LNC) recently announced it is building on the personalized investment programs offered through Morningstar Investment Management’s advisor managed accounts service to enable additional customization …
Lincoln Financial Group Expands Advisor Managed Accounts Service Read More
BERWYN, PA – Envestnet, Inc. (NYSE: ENV) and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, this week announced that annuity solutions from …
FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange Read More
Planning on retiring single? You aren’t alone. Nearly 22 million Americans age 65 and older were unmarried in 2019, according to the U.S. Census Bureau, representing 41.5% of those in …
Retiring Single: 5 Strategies to Consider Read More
VALLEY FORGE, PA — Vanguard announced plans to open a new office in the Dallas-Fort Worth region in early 2022. In alignment with the firm’s commitment to making advice more …
Vanguard to Open New Office in Dallas Read More