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Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
Choreo to acquire $1 billion Cherry Bekaert Wealth Management
The deal expands Choreo’s footprint in the Southeast; the firm said it’s also entering a strategic relationship with an affiliated firm, Cherry Bekaert Advisory.
3 guaranteed-income strategies for an uncertain economy
Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.
