Choreo invests $6.5M in Bitcoin ETFs, joining institutions like Harvard as crypto gains traction despite regulatory ...

Choreo LLC reveals $6.5 million in Bitcoin ETF holdings across four funds, highlighting its investment in digital assets.

Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or ...

Private equity-owned Choreo buys BDO's $8.1B wealth unit By Staff report November 01, 2023, 11:08 a.m. EDT 2 Min Read itchaznong/stock.adobe.com ...

Choreo became an independent firm in 2022 and now has more than 40 locations nationwide. “I feel like I am in the right place at the right time to” to take advantage of the right opportunity ...

Choreo has introduced Choreo Tax Advantage, an innovative automated platform designed to elevate tax-aware wealth management. This novel approach enables financial advisers and cooperating CPAs to ...

Choreo accused Compound Planning of a broader pattern of targeting RIA firms and recruiting advisors with the expectation that they will bring their client books with them. It said Compound has ...

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.