Chester County News and Community Website
VALLEY FORGE, PA — Vanguard has introduced customizable model portfolios for financial advisors, expanding its wealth-management offering with tools designed to let firms tailor investment strategies to client preferences without …
Vanguard Adds Custom Models to Scale Advisor Personalization Read More
WEST CHESTER, PA — Venerable Holdings Inc. has agreed with The Guardian Life Insurance Company of America to transfer approximately $4.5 billion in separate account assets into mutual funds managed …
Venerable Reaches Deal to Add $4.5 Billion in Fund Assets Read More
PHILADELPHIA, PA — Janney Montgomery Scott has introduced a tax-overlay management system for its unified managed account platform, expanding automated tax-management capabilities across a broader segment of client portfolios as …
Janney Expands Tax-Managed Investing With In-House Portfolio Tool Read More
MALVERN, PA — Climate activists and socially responsible investing advocates gathered outside Vanguard’s Malvern campus on Thursday, using music, speeches, and demonstrations to criticize the investment firm’s holdings in fossil …
Climate Activists Target Vanguard During Employee Event in Malvern 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 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
HARRISBURG, PA — Pennsylvania’s Treasury Department has once again passed an independent verification confirming its compliance with the Global Investment Performance Standards, a distinction that state officials say makes it …
Pa. Treasury Stands Alone Nationwide With Elite Global Investment Seal 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 BERWYN, PA — Envestnet is removing a key barrier to advanced tax-management tools, announcing that asset managers in its Fund Strategist Tax Management (FSTM) Advantage program will now help cover …
Envestnet Pushes Tax-Tech Frontier With New Fee-Free Portfolio Management Program Read More