Chester County News and Community Website
BERWYN, PA — Fiduciary Exchange LLC (FIDx) announced its Insurance Exchange (IX) platform has crossed $3 billion in transaction processing volume, marking a major milestone in the company’s growth and …
FIDx Insurance Exchange Surpasses $3 Billion in Transactions Amid Rising Annuity Demand Read More
VALLEY FORGE, PA — Investors who receive personalized financial advice are reaping far more than just improved portfolio performance, according to new research from Vanguard. The firm’s Emotional & Time …
Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice Read More
BERWYN, PA — Envestnet has announced the pioneering introduction of its Direct Indexing (DI) solution to the Canadian wealth management market, marking the first time such a tool, designed to …
Envestnet Launches First Direct Indexing Solution in Canada Read More
OAKS, PA — SEI® (NASDAQ: SEIC) has announced a significant expansion of its direct index separately managed account (SMA) strategies alongside enhancements to its unified managed account (UMA) solutions. These …
SEI Expands Direct Index Strategies and Enhances UMA Solutions Read More BERWYN, PA — Key Wealth, the wealth management arm of KeyBank, has announced an expansion of its partnership with Envestnet to introduce a next-generation wealth management platform. This move is aimed …
Key Wealth and Envestnet Expand Partnership to Enhance Wealth Management Services Read More
CONSHOHOCKEN, PA — Investment advisors are significantly increasing their focus on private market allocations, with nearly 60% of respondents planning to allocate 10% or more of clients’ portfolios to private market …
Survey Reveals Increasing Interest in Private Market Investments Read More
NEWTOWN, PA — Anthony Petsis & Associates, a Bucks County financial advisory firm, has introduced a new solution designed to help clients manage the financial risks associated with concentrated stock positions. …
Anthony Petsis & Associates Unveils Solution for Managing Concentrated Stock Risks Read More
CHADDS FORD, PA — DT Investment Partners LLC (DTIP), a $2.3 billion wealth management firm headquartered in Chadds Ford, PA, announces a new ownership structure that took effect on January …
DT Investment Partners Announces Transition to 100% Employee-Owned Structure Read More
EXTON, PA — Citadel Credit Union has announced a major upgrade to its wealth management program by partnering with Cetera Investment Services, LLC, a broker-dealer recognized for its strong support …
Citadel Credit Union Partners with Cetera to Enhance Wealth Management Services Read More
VALLEY FORGE, PA — Vanguard announced the creation of a new Advice & Wealth Management division aimed at advancing its investment solutions to better serve clients. Industry leader Joanna Rotenberg will …
Vanguard Forms New Wealth Division, Appoints Joanna Rotenberg as Leader Read More