Chester County News and Community Website
WEST CHESTER, PA — F2 Strategy has acquired Callaway Cloud Consulting to expand its engineering, Salesforce, data, and artificial-intelligence capabilities as wealth-management firms increase spending on technology modernization and integration. …
West Chester Firm Makes Move Deeper Into Wealth Tech Read More
OAKS, PA — SEI (NASDAQ: SEIC) expanded tax-management capabilities for separately managed and unified managed accounts, giving financial advisors more control over portfolio transitions and capital gains as demand grows …
SEI Expands Tax Tools for Wealth Advisors Read More
BERWYN, PA — Envestnet is embedding artificial intelligence more directly into its wealth-management platform in its third technology release of 2026, pairing a conversational AI assistant with a redesigned interface …
Envestnet Builds AI Into Advisor Workflow With Platform Update Read More BERWYN, PA — Envestnet is tightening integration across its Tamarac wealth-management platform in its third technology release of 2026, connecting trading data directly with its CRM while expanding reporting, financial-planning, …
Envestnet Deepens Tamarac Integration With Third 2026 Update Read More BERWYN, PA — Envestnet agreed to acquire Vestmark in a deal that would add a portfolio-management and trading platform supporting more than $2 trillion in assets and over 5 million …
Berwyn’s Envestnet to Buy $2 Trillion WealthTech Platform Read More
WEST CHESTER, PA — Meradia appointed investment technology veteran Glen Robertson as a director based at F2 Strategy’s West Chester headquarters, adding more than two decades of operations and systems …
West Chester Firm Adds Vanguard, SimCorp Veteran to Leadership Read More
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
BERWYN, PA — Two Chester County financial advisors were named to Forbes’ 2026 Best-in-State Wealth Advisors rankings, extending Merrill Wealth Management’s presence on an industry list dominated by the firm’s …
Two Chester County Wealth Advisors Rank Among State’s Best Read More BERWYN, PA — Envestnet and Osaic have expanded their long-running partnership as wealth management firms increasingly invest in integrated technology platforms designed to help financial advisors manage larger client bases, …
Envestnet Deepens Osaic Partnership to Expand Advisor Platform Read More VALLEY FORGE, PA — Vanguard has introduced a new series of dynamic active-passive model portfolios aimed at financial advisors, expanding its push into the growing model portfolio market and offering …
Vanguard Expands Model Portfolio Lineup for Financial Advisors Read More