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Exclusive: Choreo Acquires BDO's $8.1B Wealth Management Business

Published: November 1, 2023

The deal represents the latest example of Choreo partnering with a CPA firm that owns an RIA firm.  

Source: wealthmanagement.com

Related Topics:

United StatesMark BiegelAlliance United States Business Resource NetworkChoreo Partner AllianceParthenon CapitalPresident Mark BiegelLarry MilesUnited States Business Resource NetworkChoreo PartnerWhile MilesEnso Wealth ManagementCherry Bekaert Wealth ManagementCherry Bekaert AdvisoryGreerwalker Wealth

Choreo Launches Choreo Partner Alliance to Provide CPA Industry with Stronger Wealth Management and Client-Service Solutions

Published: May 18, 2023

/PRNewswire/ -- Choreo, LLC ("Choreo") has announced the launch of the Choreo Partner Alliance1, a program designed to allow industry CPAs the opportunity to...

Source: prnewswire.com

Related Topics:

United StatesJoseph KuoMichael DuganCherry Bekaert AdvisoryExchange CommissionGreer WalkerChoreo Partner AlliancePrnewswire ChoreoHaven Tower GroupTechnology PlatformsChoreo Partner Alliance ProgramBusiness Exit Planning SolutionsInclude AccessComprehensive FinancialCustomized MarketingChoreo PartnerLarry MilesTower GroupBanking Amp Financial ServicesComputer Amp ElectronicsFinancial TechnologyNew Products Amp Services