Chester County News and Community Website
VALLEY FORGE, PA — Vanguard has introduced a new series of dynamic active-passive model portfolios aimed at financial advisors, expanding its push into the growing model portfolio market and offering …
Vanguard Expands Model Portfolio Lineup for Financial Advisors 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 BERWYN, PA — Envestnet announced the availability of a first series of interval funds within its Unified Managed Account platform, allowing financial advisors to access private market investments within a …
Envestnet Adds Interval Funds to Unified Managed Account Platform Read More
KING OF PRUSSIA, PA — Intention.ly announced the upcoming 2026 release of a next-generation version of its Advisor Brand Builder platform, aiming to upend how financial advisors create and manage …
Intention.ly Unveils AI Platform to Give Financial Advisors Custom Brands at Scale Read More
PHILADELPHIA, PA — Asset-Map Holdings, Inc. announced a new integration with Jump, marking one of Asset-Map’s first moves into artificial intelligence as it seeks to streamline how financial advisors capture, …
Asset-Map Taps AI With Jump Integration to Turn Advisor Meetings Into Action 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 BERWYN, PA — Envestnet rolled out its fourth-quarter platform technology updates, capping a year of rapid investment and signaling a sharper push to modernize portfolio management and advisor workflows across …
Envestnet Unleashes Q4 Tech Push to Give Advisors a Sharper Edge Read More
Your smartphone buzzes with an alert: Your budgeting app has spotted an unusual spending pattern and suggests transferring $50 from your savings account to your checking account. Later that day, …
AI in Personal Finance: The Promise and the Limits 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