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RIA Week-End Roundup: Snowden Lane Adds $200M in Assets with UBS Team

Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.

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Choreo Completes Acquisition of Enso Wealth Management

/PRNewswire/ Choreo, LLC ("Choreo" or "the firm") today completed the previously announced acquisition of Enso Wealth Management ("Enso") a Petaluma,.

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Choreo agrees to acquire Cherry Bekaert Wealth Management

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.

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Choreo agrees to acquire Cherry Bekaert Wealth Management

Choreo agrees to acquire Cherry Bekaert Wealth Management
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