Chester County News and Community Website
WEST CHESTER, PA — Key Financial, Inc. of West Chester, PA has announced that their CEO Patti Brennan, CFP® has been named by Forbes as the #18 Top Women Wealth …
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BERWYN, PA — Envestnet, Inc. (NYSE: ENV) and Fiduciary Exchange LLC (FIDx), the only retirement platform representing a single point of connectivity between insurance products and broad financial advisor distribution, …
Read More WEST CHESTER, PA — Key Financial President and CEO, Patti Brennan, has just been named by Forbes as #2 Best-In-State Wealth Advisors for 2021. This is a move up the …
Read More BERWYN, PA — Fiduciary Exchange LLC (FIDx), a product-agnostic retirement platform solution that allows insurance carriers to offer insurance solutions through wealth management platforms and other platforms, announced partnerships with …
Read More BERWYN, PA — FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch …
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BERWYN, PA — To provide financial advisors with a better understanding of how an individual’s behavior impacts their investing philosophy, Brinker Capital – a leading investment management company focused on …
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WEST CHESTER, PA — Key Financial, Inc. a financial planning and wealth management firm that oversees over $1 billion of assets under management, today announced that Patti Brennan, President and …
Read More BERWYN, PA — FIDx, a product-agnostic platform that integrates the benefits of insurance seamlessly alongside investment products, recently announced a strategic partnership with RetireOne, the insurance and annuity back office …
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