Professional Services
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Conshohocken’s Mill Creek Capital Combines With $185B Pathstone in Major Wealth Management Deal
A Conshohocken financial advisory firm has combined with one of the country’s fastest-growing wealth management platforms, writes Jeff Blumenthal for The Philadelphia Business Journal. The deal, involving nearly $12 billion in assets, adds another chapter to the consolidation story reshaping Philadelphia-area finance. The Deal Mill Creek Capital Advisors, headquartered at 161 Washington St. in Conshohocken,…
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Where Does Philadelphia Rank in Budgeting Habits Compared to Collar Counties?
Budgeting is one of the most effective ways to be financially independent, and that starts with building strong budgeting habits, writes Adam McCann for WalletHub. The source has released a new ranking of more than 2,800 counties that determines which have the best and worst budgeting habits based on 11 key metrics. They include the…
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Stop Leaving Money on the Table. A Local Financial Advisor Explains Why Tax Planning Is a Year-Round Game
You work hard for your money. You’ve built something real: a career, a business, a family’s future. The last thing you want is to hand more of it to the IRS than you legally have to. But here’s the uncomfortable truth: if you’re only thinking about taxes when your accountant calls in the spring, you’re…
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WSJ: How a Bala Cynwyd Financial Services Firm Hopes to Turn Sports Betting into Big Business
A Bala Cynwyd–based financial powerhouse is blending finance, sports, and data-driven betting in the prediction markets, writes Kevin T. Dugan for Wall Street Journal. Susquehanna International Group is actively hiring traders to work in prediction markets, including sports-focused roles that involve betting on outcomes across leagues like the NFL and NBA. Founded by billionaire investor…
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Wayne-Based Guardian Capital Partners Closes Fourth Fund With $441M
Wayne-based Guardian Capital Partners has closed its fourth fund, marking its largest raise by far since the firm launched in 2008, at $441 million, writes Jeff Blumenthal for the Philadelphia Business Journal. Co-founders of the leveraged buyout private equity investor focused on the lower end of the middle market, Peter Haabestad and Scott Evans, believe Guardian Capital Partners Fund IV…
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Valentine’s Day in Philadelphia: Romantic, Budget-Friendly Getaway
With Valentine’s Day spending hitting record highs this year, Philadelphia once again stood out as a hidden gem and a budget-friendly destination for couples, writes Amanda Hurley for FOX 29 Philadelphia. The city once again ranked among the more affordable major metros where couples can enjoy Valentine’s Day without having to overspend. A budget of…
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Malvern’s Vanguard Announces Second Major Fee Cut in Year, Totaling Nearly $250 Million
Malvern-based Vanguard Group said on Monday that it is slashing fees on 53 investment funds, representing its second major reduction in fees in a year, writes Jeff Blumenthal for the Philadelphia Business Journal. The fee reductions translate to an average savings of 27 percent for investors, totaling nearly $250 million. On Feb. 1, 2025, the firm reduced fees on…
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Previously Outsourced, Malvern’s Vanguard Group Reclaims Hundreds Of Local Jobs From Infosys
Vanguard Group is bringing hundreds of jobs back from Infosys to its Malvern headquarters, following a 1,300-position outsourcing move six years ago, writes Ryan Mulligan for the Philadelphia Business Journal. The investment giant is laying off 248 employees at its Infosys subsidiary BPM Limited in Chesterbrook, with 96 percent getting offered positions within Vanguard. The layoffs are scheduled to occur between…
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Consumers in Philadelphia Region Pull Back on Spending, Fed Reports
With strong economic growth but a slowing labor market last year, a theme of 2026 will be “waiting for clarity,” according to Federal Reserve Bank of Philadelphia President Anna Paulson, writes Jeff Blumenthal for the Philadelphia Business Journal. Speaking to the Chamber of Commerce of Greater Philadelphia last week, Paulson said the national economy created…
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How Alegre Wealth Brings Empowerment to Wealth Planning
For many people, financial planning feels overwhelming. Albania Espinal has built her career around making it approachable, purposeful, and empowering. As the founder and wealth advisor behind Radnor’s Alegre Wealth, Albania has built a practice centered on helping clients approach their finances with confidence and clarity, rather than stress or uncertainty. Albania’s philosophy is shaped…
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5 Joyful Year-End Planning Moves to Set You Up for a Brighter Year Ahead
As the year winds down, it’s easy to get caught up in the bustle of the holidays and the rush to wrap things up at work and home. But before the calendar turns, it’s also the perfect time to pause, reflect, and make a few intentional moves that can set you up for a more…
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Newtown Financial Advisor, Bestselling Author Partner on New Book
Newtown financial planner Marc Butler teamed up with bestselling business author Eric Butow on a new book titled “Master Your Money, Secure Your Future: Build and Sustain Financial Well-Being Through Every Stage of Life,” writes Jeff Werner for the Patch. The book provides readers with the tools, structure and motivation needed to take meaningful action…
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King of Prussia-Based Vertex Names Microsoft Exec Christopher Young Its New CEO
King of Prussia-based Vertex has named Microsoft executive Christopher Young as its new CEO, who is taking over from longtime leader David DeStefano, writes Jeff Blumenthal for the Philadelphia Business Journal. Young is the fourth person to hold that title at the publicly traded tax and compliance software maker. DeStefano will officially step down as…
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Want to Be in Pennsylvania’s 1%? Here’s the Income You’ll Need
To rank in the top one percent of earners in Pennsylvania, residents need an income of $605,333, which is the 24th highest total in the country, write Joanne Drilling and Jeff Blumenthal for the Philadelphia Business Journal. The ranking draws on the most recent IRS earnings data from 2022. Across the nation, the findings revealed…
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Breaking Down School Taxes in Bucks County: Who Pays the Most and Least?
Annual school taxes in Bucks County vary greatly, with homeowners expected to pay anywhere from $3,000 to more than $7,500, writes Chris Ullery for the Bucks County Courier Times. The taxes are determined based on the assessed value of a property and the millage rate set for the county’s thirteen school districts by their officials.…
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Pennsylvania Holding $135M in Unclaimed Property for Bucks County Residents
The Pennsylvania Treasury holds over $135 million in unclaimed property belonging to Bucks County residents, ready to be claimed by the rightful owners, writes Chris Ullery for the Bucks County Courier Times. Individuals in Bucks County who filed claims with the state treasury department have received more than $35.2 million in returns in the last…
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Conshohocken’s Pitcairn Makes First Acquistion in Their 102-Year History
Conshohocken’s Pitcairn, the ultra-high-net-worth family investment management company completed its first acquisition in its 102-year history, writes Jeff Blumenthal for the Philadelphia Business Journal. The company purchased purchased Baltimore-based Brightside Partners. Brightside brings six employees and $2.5 billion in client assets, increasing Pitcairn’s total advised assets to $9 billion. CEO Andrew Busser, who took over…
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Conshohocken’s Jen Benner Embraces Low-Buy Living—And Inspires Others to Do the Same
In an era of one-click shopping and instant gratification, Conshohocken real estate agent Jen Benner is opting for something a little slower and minimalistic, writes Erin McCarthy for the Philadelphia Inquirer. Benner has embraced a low-buy, low-waste lifestyle that started with childhood hand-me-downs. The mindset stuck with her through college, career, and marriage. Today, she…
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