Chester County News and Community Website
VALLEY FORGE, PA — Vanguard and American Express recently announced a new Vanguard financial advice service to be offered exclusively to eligible American Express U.S. Consumer Card Members.1 INVEST for Amex …
Vanguard Introduces New Financial Advice Service for American Express U.S. Consumer Card Members Read More
WEST CHESTER, PA — Key Financial’s CEO, Patti Brennan has claimed the #7 spot in Barron’s Top 1,200 Advisors State by State ranking. The annual Top 1,200 ranking highlights Top …
Chester County’s Patti Brennan Ranks #7 in Barron’s Top 1,200 Financial Advisors State by State Read More
CHESTER SPRINGS, PA — Merrill Lynch Wealth Management announced that Mary Jo Harper, as Financial Advisor, was recently named to the 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list.
Chester County Resident Named to 2021 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” List Read More
RADNOR, PA — eMoney Advisor announced a strategic partnership with Wells Fargo’s Wealth & Investment Management division. The partnership enables Wells Fargo to offer eMoney’s full-spectrum planning solutions to its …
eMoney Advisor Announces New Partnership with Wells Fargo Read More
OAKS, PA — SEI (NASDAQ: SEIC) recently announced the results of its inaugural sustainable investing survey, which examines insights from nearly 800 registered investment advisors (RIAs) on core sustainable investing topics, …
SEI Unveils Advisors’ Perspectives on Key Sustainability Issues Read More
WILMINGTON, DE — Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®, co-founder of RiversEdge Advisors in Wilmington, DE celebrates twenty years as a financial advisor.
Brian Carney of RiversEdge Advisors Celebrates Twenty Years as a Financial Advisor Read More
CONSHOHOCKEN, PA — Mill Creek Capital Advisors, LLC, announced it was recognized as a top registered financial advisor (RIA) in FA Magazine’s 2021 Annual RIA Ranking. Mill Creek was named …
Mill Creek Capital Advisors Named #50 in FA Magazine’s 2021 Annual RIA Ranking Read More OAKS, PA — SEI (NASDAQ: SEIC) announced a strategic partnership and technology integration with Wealthbox, a client relationship management (CRM) software service designed specifically for financial advisors. Wealthbox joins the nearly 50 …
SEI Expands Technology Offering with Wealthbox Read More 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 …
Vanguard to Offer Direct Indexing Capabilities Through Acquisition of Just Invest 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