Displaying 4 results
Choreo names new chief investment officer, bolsters senior leadership team
A total five new leaders have been appointed at the $24.6B firm this month.
Choreo acquires $8.1B wealth management unit of accounting firm BDO
Thirty-three employees will join Choreo from BDO, including 17 advisors; the deal also adds seven locations to Choreo's network.
Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs
A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.
Choreo to acquire California RIA
The deal for Enso Wealth, which has $1.8 billion in assets, expands Choreo's footprint on the West Coast.
