Chester County News and Community Website
BERWYN, PA — Envestnet, Inc. (NYSE: ENV) announced that it is partnering with FNZ, a global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. …
Envestnet and FNZ Partner to Create Fully Digital Wealth Management Experience Read More
WEST CHESTER, PA — Key Financial, Inc., a financial planning and wealth management firm that oversees over $1.5 billion of assets under management, announced that Patti Brennan, CEO, has moved …
Chester County’s Patti Brennan Ranks #22 in Barron’s Top 100 Women Advisors in the Nation Read More
WEST CHESTER, PA — Wealthcare Capital Management LLC announced the recent acquisition of Eagle Financial Management Services. This deal accelerates Wealthcare’s penetration in the direct advisory market expanding the company’s …
Wealthcare Acquires Eagle Financial Management Services Read More WEST CHESTER, PA — Wealthcare and a NewSpring Holding platform company recently announced a new partnership for its GDX360®wealth management platform. The firm has partnered with Pontera to add held away account management …
Wealthcare Adds Partnership with Pontera to its Platform Read More
VALLEY FORGE, PA — Vanguard and American Express recently announced a new Vanguard financial advice service to be offered exclusively to eligible American Express U.S. Consumer Card Members.1 INVEST for Amex …
Vanguard Introduces New Financial Advice Service for American Express U.S. Consumer Card Members Read More
BALA CYNWYD, PA — Radcliffe Capital Management, L.P. and Kudu Investment Management, LLC announced that Kudu recently acquired a minority stake in Radcliffe and its affiliates. Financial terms were not …
Radcliffe Capital Management Secures Minority Investment from Kudu Investment Management Read More
OAKS, PA — SEI (NASDAQ: SEIC) announced the recent launch of Digital Account Open and Digital Model Management, two key technology enhancements available to independent advisors through the SEI Wealth …
SEI Enhances Advisor Technology Platform and Advances Cloud Transformation Read More
WEST CHESTER, PA — Key Financial, Inc. of West Chester, PA has just announced that their CEO Patti Brennan, CFP® has been named by Forbes in their rankings for America’s Top …
West Chester’s Patti Brennan Ranks in America’s Top 250 Wealth Advisors by Forbes Read More
WAYNE, PA — CI Financial Corp. (TSX: CIX; NYSE: CIXX) has announced an agreement to acquire Radnor Financial Advisors, a comprehensive wealth and investment management firm serving primarily high-net-worth families …
CI Financial Enters PA with Acquisition of Radnor Financial Advisors Read More
When they first got together, Andy and Nicole Hill thought they were doing fine financially. They made about $130,000 a year. They bought what they wanted and went out to …
How This Family Went From Debt to a Seven-Figure Net Worth Read More