Chester County News and Community Website
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
EXTON, PA — Mary Jo Harper, a wealth advisor based in Exton, Pennsylvania, has been named to the 2026 Forbes “Top Women Wealth Advisors Best-in-State” list, ranking No. 11 among …
Exton Advisor Mary Jo Harper Named to Forbes Top Women Wealth Advisors List Read More
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