Chester County News and Community Website
HARRISBURG, PA — In a decisive move to ensure the financial stability and strategic growth of the Public School Employees’ Retirement System (PSERS), the Board of Trustees has approved several …
Strategic Moves: PSERS Board Approves Key Financial Reforms and Investment Initiatives Read More
OAKS, PA — Diversified, LLC, a financial advisory firm, has crossed a significant threshold by surpassing $2 billion in client assets under management (AUM) as of June 30, 2024. This achievement …
Diversified, LLC Reaches New Heights with Over $2 Billion in Assets Under Management Read More
Investment opportunities don’t stop at the U.S. border. But what should you know about investing internationally?
Should You Be a Global Investor? Read More
BERWYN, PA — Envestnet (NYSE: ENV) has announced plans to expand its collaboration with four of the world’s leading asset management firms: BlackRock, Fidelity Investments, Franklin Templeton, and State Street …
Envestnet Combines Power with Top Asset Managers: A New Era of Personalized Investment Strategies Read More
VALLEY FORGE, PA — Vanguard has announced recent changes to the advisory arrangements for its Explorer Value Fund. Wellington Management Company LLP will join existing advisors Frontier Capital Management LLC …
Vanguard Explorer Value Fund Adds Wellington Management, Adjusts Advisory Allocations Read More
BERWYN, PA — Envestnet, Inc. (NYSE: ENV) recently announced the winners of its 2024 Asset Manager of the Year Awards at the company’s annual Elevate conference. Causeway Capital Management took …
Envestnet Honors Causeway Capital Management as 2024 Manager of the Year Read More BERWYN, PA — Envestnet, Inc. (NYSE: ENV) has unveiled the list of esteemed finalists for its 2024 Asset Manager of the Year Awards, a distinguished event now in its 20th …
Envestnet Announces Finalists for Prestigious 2024 Asset Manager of the Year Awards Read More
NEWTOWN, PA — Anthony Petsis & Associates, Inc., a prominent financial advisory firm based in Bucks County, has been awarded the title of Best Retirement Planning Firm in the Philadelphia …
Anthony Petsis & Associates Named Best Retirement Planning Firm in Philadelphia by Wealth & Finance International Read More
WEST CHESTER, PA — Meradia recently announced the appointment of industry veteran Brian J. Buzzelli as Director, Head of Data Practice. Buzzelli’s arrival is expected to enhance the capabilities of …
Brian J. Buzzelli Joins Meradia as Director, Head of Data Practice Read More VALLEY FORGE, PA — Prominent investment management company, Vanguard, is set to introduce new and improved intergenerational wealth and legacy planning capabilities. This is made possible through a partnership with …
Vanguard Partners with Vanilla for Enhanced Wealth and Legacy Planning Capabilities Read More