Chester County News and Community Website
JENKINTOWN, PA — Manor College and The Swarthmore Group are teaming up on an initiative to increase careers in asset management for minority and first-generation college students.
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VALLEY FORGE, PA — Vanguard recently announced the introduction of its new five-fund active equity offer available exclusively to clients of Personal Advisor Services (PAS). The offer is comprised of …
Read More VALLEY FORGE, PA — Vanguard has launched the actively managed Vanguard Core-Plus Bond Fund, which seeks to offer clients a broadly diversified, single-fund, core fixed income portfolio invested primarily in …
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CONSHOHOCKEN, PA — Rosemont, a private investor in employee-owned asset and wealth management firms, announces it has entered a definitive agreement, subject to regulatory approval, to sell Rosemont Partners III, …
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RADNOR, PA — The Haverford Trust Company, a private wealth management firm, announced it recently completed the transition of a majority of clients formerly associated with its sister company, Drexel …
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OAKS, PA — SEI (NASDAQ: SEIC) recently announced continued global growth in its institutional business, adding 11 clients and nearly $3.8 billion in new outsourced chief investment officer (OCIO) and …
Read More VALLEY FORGE, PA — Vanguard recently filed initial registration statements with the Securities and Exchange Commission to launch three new active equity mutual funds: Vanguard Advice Select Dividend Growth Fund, …
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WEST CHESTER, PA — Key Financial, Inc. of West Chester, PA has just announced that their CEO Patti Brennan, CFP® has been named by Forbes in their rankings for America’s Top …
Read More OAKS, PA — SEI (NASDAQ: SEIC) this week announced the launch of the SEI Domestic ETF Strategies, adding five new asset allocation-based models to the SEI ETF Strategy family. The …
Read More RADNOR, PA — The Haverford Trust Company, a private wealth management firm, today announced several promotions that speak to Haverford’s commitment to fostering talent and continued firm growth. The well-deserved promotions …
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