Chester County News and Community Website
PHILADELPHIA, PA — Asset-Map has integrated meeting management platform Contio into its financial planning software, expanding its technology ecosystem as wealth management firms increasingly adopt artificial intelligence tools to streamline …
Asset-Map Adds Meeting Automation Through Contio Integration Read More
BERWYN, PA — Envestnet announced the launch of Dash, a new financial planning tool within its MoneyGuide platform designed to help advisors begin planning discussions with prospective clients using limited …
Envestnet Launches Dash Planning Tool Within MoneyGuide Platform Read More
RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining …
eMoney Summit 2025 Highlights Innovation and the Future of Financial Planning Read More
More than 7 million Americans have Alzheimer’s disease, according to a 2025 report from the Alzheimer’s Association. The emotional toll of watching a loved one struggle with the memory loss, …
Financial Steps to Prepare for Alzheimer’s and Dementia Read More
CONSHOHOCKEN, PA — Financial Independence Planning, LLC (FIP) is celebrating a major milestone as it marks its 30th anniversary with a yearlong series of events and initiatives dedicated to honoring past …
Financial Independence Planning Marks 30 Years of Service and Growth Read More ATLANTA, GA, and BERWYN, PA — Merit Financial Advisors has merged with Trinity Financial Partners, a Berwyn-based financial planning firm, growing its operations and adding $603 million in assets under …
Merit Financial Advisors Expands with Trinity Financial Partners Merger Read More