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Client experience emerges as key competitive advantage in Pennsylvania firms
Lancaster Gift Box highlights how client experience is becoming a competitive advantage for Pennsylvania wealth management and construction firms.
Mauch Chunk Trust reports increased earnings
Mauch Chunk Trust Financial Corporation reported a net income of $455 thousand for the period ended March 31, driven by higher interest and other income.
Tax planning amid market volatility
River Wealth Advisors partner Eric Wiegand discusses multi-year tax strategy, retirement planning, budgeting and how market volatility affects long-term wealth plans.
Fulton Bank grows wealth management team in Lehigh Valley
Fulton Bank expands its wealth management team in the Lehigh Valley, welcoming Richard Scott and Kyle Kocher as senior vice presidents.
Morton: Patience is key for today’s investor
Dennis Morton of Morton Brown Family Wealth shares insights on diversification, shifting financial goals, and building resilient investment portfolios.
Community Bank readies itself to become part of Lehigh Valley community
Community Bank is entering the Lehigh Valley with 7 Santander branches, 3 new builds, and full-service offerings in banking, benefits, and wealth.
How to prepare for retirement: key steps to take now
Ready to retire? Learn the personal, financial, tax, and healthcare steps to take at least 5–10 years before your retirement date for long-term peace of mind.
Community Bank to acquire 7 Santander branches in LV
Community Bank will acquire seven Santander branches in the Lehigh Valley, adding $600M in deposits and expanding its retail footprint to 12 locations.
Key life events can and should trigger investment changes
A Conversation With: Emilio ‘Jack’ Morrone, principal of One Financial Services
KKR to acquire Janney Montgomery Scott from Penn Mutual
Global investment firm KKR and The Penn Mutual Life Insurance Co. (“Penn Mutual”) have signed a definitive agreement under which investment funds managed by KKR will acquire Janney Montgomery Scott LLC.
Savant Wealth Management named among 10 Best Financial Advisors
Savant Wealth Management has been named to CNN Underscored’s list of the 10 Best Financial Advisors of March 2024.
Legacy planning isn’t just for the wealthy
A Conversation With: Michael Fischer, president and CEO of Client 1st Financial in Fogelsville
