Chester County News and Community Website
PHILADELPHIA, PA — Callan Family Office has surpassed $10 billion in assets under management, reaching the milestone less than four years after its founding through growth the firm says has …
Callan Family Office Tops $10B in Assets Just Four Years After Launch Read More
BERWYN, PA — Envestnet has opened registration for Envestnet Elevate 2026, its flagship wealth management conference, set for May 19–20, 2026, at the Phoenix Convention Center in Phoenix, Arizona. The …
Envestnet Opens Registration for Elevate 2026, WealthTech’s Premier Industry Event Read More BERWYN, PA — Envestnet has named Bhaskar Peddhapati as Chief Technology Officer, a move aimed at advancing the company’s technology strategy and expanding its use of artificial intelligence across its …
Envestnet Appoints Bhaskar Peddhapati as Chief Technology Officer Read More
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