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Choreo Makes M&A Debut With Acquisition of Enso Wealth Management
This represents Choreo's first M&A deal since becoming a standalone company earlier this year.
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Private Equity Shop Parthenon Acquires RSM's Wealth Business
Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business.
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Riskalyze Fintech Report Card: October 2021
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Michael-jordan
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Blackrock
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