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Investment Management

Envestnet
Strategic Combinations

Envestnet Combines Power with Top Asset Managers: A New Era of Personalized Investment Strategies

June 10, 2024June 10, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet (NYSE: ENV) has announced plans to expand its collaboration with four of the world’s leading asset management firms: BlackRock, Fidelity Investments, Franklin Templeton, and State Street …

Envestnet Combines Power with Top Asset Managers: A New Era of Personalized Investment Strategies Read More

Vanguard
Business

Vanguard Explorer Value Fund Adds Wellington Management, Adjusts Advisory Allocations

June 9, 2024June 8, 2024 - by Timothy Alexander

VALLEY FORGE, PA — Vanguard has announced recent changes to the advisory arrangements for its Explorer Value Fund. Wellington Management Company LLP will join existing advisors Frontier Capital Management LLC …

Vanguard Explorer Value Fund Adds Wellington Management, Adjusts Advisory Allocations Read More
Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet
Business

Envestnet Honors Causeway Capital Management as 2024 Manager of the Year

May 19, 2024May 19, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet, Inc. (NYSE: ENV) recently announced the winners of its 2024 Asset Manager of the Year Awards at the company’s annual Elevate conference. Causeway Capital Management took …

Envestnet Honors Causeway Capital Management as 2024 Manager of the Year Read More

Envestnet
Business

Envestnet Announces Finalists for Prestigious 2024 Asset Manager of the Year Awards

May 7, 2024May 7, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet, Inc. (NYSE: ENV) has unveiled the list of esteemed finalists for its 2024 Asset Manager of the Year Awards, a distinguished event now in its 20th …

Envestnet Announces Finalists for Prestigious 2024 Asset Manager of the Year Awards Read More
Anthony Petsis & Associates
Regional

Anthony Petsis & Associates Named Best Retirement Planning Firm in Philadelphia by Wealth & Finance International

May 6, 2024May 6, 2024 - by Timothy Alexander

NEWTOWN, PA — Anthony Petsis & Associates, Inc., a prominent financial advisory firm based in Bucks County, has been awarded the title of Best Retirement Planning Firm in the Philadelphia …

Anthony Petsis & Associates Named Best Retirement Planning Firm in Philadelphia by Wealth & Finance International Read More

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