$27B RIA Taps Edelman Financial Exec as CEO

Published on July 1, 2025

Chicago-based Choreo has hired Jason Van de Loo to serve as its new leader.

Continue reading on website
Other news

Ex-LPL Advisor Suspended After Family Named as Client's Beneficiaries

July 1, 2025
A client designated the advisor's wife as primary beneficiary on six LPL accounts, FINRA says.      Related StoriesOrion, iCapital Expand Partnership to Improve Alternatives Access$27B RIA Taps Edelman Financial Exec as CEOGoldman Traders Say Stock Rally to Go On Before Fading in August

Great Ideas Need a Plan

July 1, 2025
There are a number of considerations to put in place before you start any change effort, transition or project. These can help save endless hours of wasted time trying to undo things that didn’t work or going back to fix it again.