Compound Planning Snags $1.2B Iowa Team from Choreo

Published on March 4, 2025

The self-described digital family office has also hired a new chief compliance officer, Courtney Holt, from Perigon Wealth Management.

Continue reading on website
Other news

Lessons from Litigation: Together We Can Do This

March 4, 2025
The courts have demonstrated that they’ll give fiduciaries credit for good governance.

Gasoline Prices Down for Second Straight Week

March 4, 2025
Gas prices were down for a second straight week, hitting their lowest level in over a month. As of March 3rd, the price of regular and premium gas were each down 5 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $68.37, down 3.3% from last week.