Chester County News and Community Website
VALLEY FORGE, PA — Vanguard announced it has entered into a definitive agreement to acquire Just Invest, a provider of tax-managed, tailored wealth management technology, including Kaleidoscope™—a highly customizable, direct …
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 …
Read More
RADNOR, PA — eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced details for its annual Summit – the industry’s premier event …
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 …
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 …
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 — Orion Advisor Solutions (Orion) and Brinker Capital announced the recent closing of their merger, unifying the industry’s foremost technology provider for fiduciary advisors with the largest privately held turnkey asset …
Read More
BERWYN, PA — FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet | …
Read More
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