“Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms” Digital Wealth News, November 28, 2022

Stake in Southeast-Based Wealth Management Business with Approximately $1 Billion in Assets Further Expands Firm’s Footprint Cherry Bekaert Advisory LLC and Choreo to Enter Into Strategic Partnership

Pontera’s technology allows Choreo’s financial advisors to manage and trade clients’ 401(k) and other held away accounts as part of their holistic strategies.

California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm’s West Coast Footprint Deal Marks First Expansion for Choreo as a Standalone Company

“Choreo CEO Discusses Growth and Client Service” Wealth Solutions Report, October 24, 2022

“Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup,” InvestmentNews, October7, 2022

“Liquidity Events – Top Three Blunders of Business Sellers,” Wealth Solutions Report, September 27, 2022

InvestmentNews, “How to help small-business-owner clients get started with their exit plan,” by Michael Radford, September 22, 2022

Barron’s “2022 Top 100 RIA Firms”, September, 2022

InvestmentNews, “Single Women trailing married counterparts when it comes to retirement, EBRI says”, September 2, 2022

InvestmentNews, “Where will crypto head this fall?”, September 2, 2022

InvesmentNews “Top Fee-Only RIAS 2022”, August 22, 2022

Laserfiche “Case Study: Moving Digital Transformation Beyond Manual Processes”, July 19, 2002

FA Magazine “FA’s RIA Survey & Ranking 2022”, July 19, 2022

InvestmentNews “10 retirement risks facing your clients”, July 19, 2022

50 Growers Across America 2022, page 20, July 8, 2022

InvestmentNews “How retiring advisers can avoid going ‘shoeless’”, June 9, 2022

SS&C “Black Diamond Wealth Platform Reaches $2Trillion AUM”, May 18, 2022