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Wealth Management

Fiduciary Exchange, LLC FIDx
Business / Technology

FIDx Insurance Exchange Surpasses $3 Billion in Transactions Amid Rising Annuity Demand

September 15, 2025September 14, 2025 - by Timothy Alexander

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

Financial anxieties
Personal Finance

Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice

July 12, 2025July 11, 2025 - by Timothy Alexander

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
Envestnet
Products and Services

Envestnet Launches First Direct Indexing Solution in Canada

April 3, 2025April 2, 2025 - by Timothy Alexander

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

SEI Investments Company
Regional

SEI Expands Direct Index Strategies and Enhances UMA Solutions

April 3, 2025April 2, 2025 - by Timothy Alexander

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
Envestnet
Strategic Combinations

Key Wealth and Envestnet Expand Partnership to Enhance Wealth Management Services

March 6, 2025March 5, 2025 - by Timothy Alexander

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

Stock market
Regional

Survey Reveals Increasing Interest in Private Market Investments

February 1, 2025January 31, 2025 - by Timothy Alexander

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
Anthony Petsis & Associates
Regional

Anthony Petsis & Associates Unveils Solution for Managing Concentrated Stock Risks

January 21, 2025January 20, 2025 - by Timothy Alexander

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

DT Investment Partners
Corporations

DT Investment Partners Announces Transition to 100% Employee-Owned Structure

January 16, 2025January 16, 2025 - by Ellen Langas

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
Citadel Credit Union
Strategic Combinations

Citadel Credit Union Partners with Cetera to Enhance Wealth Management Services

December 17, 2024December 16, 2024 - by Timothy Alexander

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
Vanguard
Business

Vanguard Forms New Wealth Division, Appoints Joanna Rotenberg as Leader

December 15, 2024December 15, 2024 - by Timothy Alexander

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

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