$27B Choreo Taps Former Edelman Exec as CEO

Published on July 1, 2025

Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.

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Mercer Acquires $1.1B Boston-Area RIA

July 1, 2025
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.

An Active, Multi-Income ETF Option at a Low Cost

July 1, 2025
Market uncertainty needs a tailor-made approach to fixed income for advisors to construct the ideal portfolio for their clients. There’s an easier solution that encompasses an active management approach, various income sources, and low cost. It’s the Vanguard Multi-Sector Income Bond ETF (VGMS).